Robinson Nelson

Overview

Robinson Nelson is organized as a limited liability company under individual ownership and combines insurance brokerage with advisory services. The firm's advisory offerings reported in the dataset include financial planning and portfolio management for individuals, small businesses, and institutional/business clients; pension consulting is also listed among its advisory activities, though the dataset does not identify it as a separately designated pension consultant. Robinson Nelson is not described as an active ESG investor, does not appear as a multi-state adviser in the record, and is not identified as a capital allocator or related adviser. The firm’s compensation approach includes both percentage-of-AUM arrangements and fixed fees, which suggests the capability to manage discretionary assets or provide fee-based planning work, alongside its insurance-brokerage activities. The dataset does not provide an SEC registration year.

Assets & Accounts