Robinson Smith Wealth Advisors, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 17, 2026. Fees can change, so confirm with the firm before you hire them.

Annual fee

$7,500/yr

“RSWA maintains a minimum annual fee of $7,500.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Robinson Smith Wealth Advisors, LLC bills

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

• “Investment Management Fee RSWA provides investment management services for an annual fee that is prorated and charged quarterly, in arrears.”
• “These fees are negotiable, but generally range from $ 7,500 to $50,000 on an annual fixed fee basis, depending on the level and scope of the service(s) required and the professional(s) rendering the service(s).”
• “Clients may grant RSWA the authority to directly debit their accounts for payment of the Firm’s investment advisory fees or may elect to be billed and pay via a check.”

How Robinson Smith Wealth Advisors, LLC’s fees compare

• Its annual fee of $7,500 is below the Maine median of $8,250. 38% of the 8 other Maine planners that publish an annual fee charge less.

About Robinson Smith Wealth Advisors, LLC

• Firm size: 8 employees.
• Registered as an adviser: 2004 (22 years).

Firm details from Form ADV

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% a year

Minimum

$7,500 minimum fee (stated in brochure)

Clients

228

Employees

8

Works with

Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and selecting other advisers

Assets managed

$444,890,879

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

123098

Website

robinsonsmithwealth.com (opens in new tab)

Phone

(207) 874-9840

Can advise clients in 6 states: Alaska, Florida, Massachusetts, Maine, New Hampshire, Texas

Other planners in Maine that publish fees

• Ampersand Investment AdvisorsCamden$300/hr, $1,500⁠-⁠$7,500
• Bigelow Investment Advisors, LLCPortland$165/mo
• BirchbrookBangor$200/hr, $2,000
• Black Brook Financial PlanningGorham$150/hr
• Black Harbor FinancialBoothbay Harbor$300/hr, $2,500
• Blue Point Financial, Inc.Scarborough$250/hr, $1,000/yr

Compare all 63 planners in Maine