Robinson Smith Wealth Advisors, LLC

Robinson Smith Wealth Advisors, LLC (RSWA) is an independent fee-only financial planning and investment management firm established in January 1995. The firm serves individuals, families, charitable organizations, corporations, and pension and profit-sharing companies nationwide. RSWA offers investment management services, financial planning, consulting services, and advisor selection services. As of December 31, 2022, the firm had approximately $288,544,299 in assets under management, with $267 million managed on a discretionary basis and $21 million on a non-discretionary basis. Clients can engage the firm on a discretionary or non-discretionary basis, with investment strategies including long-term and short-term purchases, ESG investing, and real estate private equity funds. RSWA primarily allocates assets among various investment options, including mutual funds, ETFs, individual securities, and more. The firm charges an annual fee based on a percentage of assets under management, with additional fees for extraordinary planning services. RSWA does not charge performance-based fees, requires a minimum investment of $1,000,000, and acts with investment discretion. Clients are encouraged to review financial planning issues annually, and the firm does not receive compensation for client referrals or provide voting services for client securities.