Robinson Nelson fees and pricing

Financial planner in Chesterfield, Virginia. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated June 3, 2026, Robinson Nelson charges a flat or project fee of $500⁠-⁠$2,500 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 3, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee: $500⁠-⁠$2,500; “Robinson Nelson charges a negotiable fixed fee between $500 and $2,500 based on complexity and unique Client needs.”

Payment and refund terms, quoted from the fee section of the brochure.

“Fees are billed quarterly in arrears based on the amount of assets managed as of the close of business on the last business day of the previous quarter.”
“For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”
“If the services to be provided start any time other than the first day of a quarter or month, the fee will be prorated based on the number of days remaining in the quarter or month.”

Its flat or project fee of $500-$2,500 is below the Virginia median of $4,250. 15% of the 168 other Virginia planners that publish a flat or project fee charge less.

Principal: Lisa Robinson
Solo practice: one person runs the firm, so you work directly with the planner.
Registered as an adviser: 2025.

How the firm is paid: Fixed or flat fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1.5% a year
Employees: 1
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and pension consulting
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 336312
Website: robinsonnelson.com (opens in new tab)
Phone: (804) 424-3379

Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.