Fee-only adviser · Stockton, CA
Lee R. Robinson & Associates
Lee R. Robinson & Associates is a fee-only investment adviser registered with the securities regulator of California, with its main office in Stockton, California. On its latest Form ADV, filed February 23, 2026, it reports $3.9M in regulatory assets under management, 21 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: California |
|---|---|
| Firm CRD number | 136458 |
| Office | 5250 Claremont Avenue Suite 218 Stockton, CA 95207 |
| Phone | (209) 472-3727 |
| Website | Not listed |
| Regulatory assets under management | $3.9M |
| Individual clients | 21 non-high-net-worth, 0 high-net-worth |
| Financial planning clients | 11-25 |
| How it charges | Percentage of assets, Fixed fee |
| Services | Financial planning, Portfolio management |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | February 23, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Stockton
- Attentive Investments, LLC $197M
- DKM Wealth Management, Inc. $317M
- Michael P Lynch Wealth Management, LLC $23M
- Boddington Capital, LLC $27M
See all 5 fee-only advisers in Stockton →
Nearby
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