Robbins Financial Advisory Service provides financial planning, portfolio management for individuals and small businesses, estate planning, philanthropic planning, tax planning, and tax preparation. Financial planning was provided to 1–10 clients last fiscal year.
Robbins Financial Advisory Service reports 139 clients. They include 78 individual clients and 61 high-net-worth individuals. Of its assets, 6.2% ($15.1M across 15 accounts) are managed with discretion; $227M across 359 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 56% | 23% |
| High-net-worth individuals | 44% | 77% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 78 | $55.5M | 23.0% | $712K |
| High-net-worth individuals | 61 | $186M | 77.0% | $3.05M |
| Total | 139 | $242M | 100% | $1.74M |
- Clients
- 78
- Regulatory AUM
- $55.5M
- AUM share
- 23.0%
- Avg. per client
- $712K
- Clients
- 61
- Regulatory AUM
- $186M
- AUM share
- 77.0%
- Avg. per client
- $3.05M
Total
- Clients
- 139
- Regulatory AUM
- $242M
- AUM share
- 100%
- Avg. per client
- $1.74M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
Robbins Financial Advisory Service charges 0.60%–1.00% a year for its Portfolio management services. The fee is billed in arrears, is negotiable, has a $3,000 annual minimum and requires an account of at least $300,000. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Tax preparation
- Tax preparation is billed at a negotiable hourly rate of $150.00, with an estimate of time given in advance.
- Trust accounting
- Trust accounting is a fee negotiated once the scope and complexity of the service are reviewed, invoiced on completion.
James Robbins owns 50% to 75% of Robbins Financial Advisory Service. The leadership team of Robbins Financial Advisory Service includes President Russell Merwick and Chief Compliance Officer James Robbins. It has 3 employees.
Leadership
- Russell MerwickVice President, Operation Manager
- James RobbinsPresident/Chief Compliance Officer
- Janice RobbinsOwner
Investment adviser representatives
3 representatives listed in the SEC register as of 9 October 2026.
Staff
- 3 employees
- 3 in advisory functions
- 3 state-registered reps
- Owns 50% to 75% of Robbins Financial Advisory Service Inc
James Robbins
Control person · since March 1991
- Owns 50% to 75% of Robbins Financial Advisory Service Inc
Janice Robbins
since September 1990
Robbins Financial Advisory Service’s regulatory assets grew from $171M (March 2021) to $242M (July 2026); clients were 139 in both filings and employees were 3 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| July 2026 | $242M | 139 | 3 | 4 |
| March 2025 | $221M | 138 | 3 | 4 |
| March 2024 | $200M | 140 | 3 | 1 |
| March 2023 | $169M | 144 | 3 | 1 |
| March 2022 | $182M | 145 | 3 | 1 |
| March 2021 | $171M | 139 | 3 | 1 |
Besides its headquarters, Robbins Financial Advisory Service has 3 offices (3 private residences, listed without an address), with 1 listed address in Pennsylvania.
Pennsylvania · 1 listed address
- 3939 West Ridge Road, Suite C2, ErieHQ
Contact and registration details
- Legal name
- Robbins Financial Advisory Service Inc
- Headquarters
- 3939 West Ridge Road, Suite C2, Erie, PA 16506-1887
- Website
- investrwm.com
- Phone
- 814-838-4185
- SEC file
- 801-38204
- Founded
- 1990
- Structure
- Pennsylvania corporation
- Fiscal year end
- December
Robbins Financial Advisory Service uses Charles Schwab ($238M) as custodian for its separately managed accounts. Robbins Financial Advisory Service has custody of $25.4M in client assets for 9 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $238M100%
At year end, Robbins Financial Advisory Service’s separately managed accounts were mostly in funds (81%) and stocks (15%).
What the accounts hold
- Stocks15%
- Funds81%
- Bonds1%
- Cash3%
How many clients does Robbins Financial Advisory Service have?
Robbins Financial Advisory Service has 139 clients and manages $242 million for them, as of July 2026. They include 78 individual clients and 61 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 29 July 2026
What services does Robbins Financial Advisory Service offer?
Robbins Financial Advisory Service provides financial planning, portfolio management for individuals and small businesses, estate planning, philanthropic planning, tax planning, and tax preparation.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Robbins Financial Advisory Service charge?
Robbins Financial Advisory Service charges 0.60%–1.00% a year for its Portfolio management services. The fee is billed in arrears, is negotiable, has a $3,000 annual minimum and requires an account of at least $300,000.
Source: ROBBINS WEALTH MANAGEMENT PART 2 DISCLOSURE BROCHURE, filed 18 March 2026
Which custodians does Robbins Financial Advisory Service use?
Robbins Financial Advisory Service’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $238M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 29 July 2026
How many financial advisors does Robbins Financial Advisory Service have?
Robbins Financial Advisory Service has 3 investment adviser representatives registered with state securities authorities, out of 3 employees, and 3 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Robbins Financial Advisory Service invest in?
At the end of its last fiscal year, Robbins Financial Advisory Service’s separately managed accounts held 81% registered funds (mutual funds, ETFs, BDCs), 15% exchange-traded equities, 3% cash and equivalents and 1% U.S. government and agency bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does Robbins Financial Advisory Service have a minimum investment?
Yes, Robbins Financial Advisory Service’s minimum account size for its Portfolio management services is $300K. It charges a $3K annual minimum fee.
Source: ROBBINS WEALTH MANAGEMENT PART 2 DISCLOSURE BROCHURE, filed 18 March 2026
Who owns Robbins Financial Advisory Service?
Robbins Financial Advisory Service’s direct owners are James Robbins (50% to 75%) and Janice Robbins (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 29 July 2026
How does Robbins Financial Advisory Service get paid?
Robbins Financial Advisory Service is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Robbins Financial Advisory Service?
Robbins Financial Advisory Service’s main office is at 3939 West Ridge Road, Suite C2, Erie, PA 16506-1887. Its phone number is 814-838-4185. Its website is investrwm.com.