# Robinson Smith Wealth Advisors

Robinson Smith Wealth Advisors is a Bank / Wealth / Trust based in South Portland, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** South Portland, United States
- **Region:** North America
- **Address:** 82 Running Hill Road, Suite 205, South Portland, ME 04106, United States
- **Founded:** 1995
- **Assets under management:** > $400M (per the firm)
- **Website:** robinsonsmithwealth.com
- **LinkedIn:** https://www.linkedin.com/company/robinson-smith-wealth-advisors

## Regulatory record

- **CRD number:** 123098
- **SEC file number:** 801-63290
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/123098

## About

Robinson Smith Wealth Advisors began in 1995 when David Robinson founded Robinson Financial Associates in Maine. The modern firm took shape in 2013 when Robinson partnered with David Smith to create a fee-only fiduciary, and by 2019 Tracey Daigle had joined the partnership. Robinson retired at the end of 2022, and in 2025 Donovan Ingle became an equity owner, formalizing a multi-generational transition that remains locally owned and operated. The firm constructs personalized retirement and wealth-preservation plans, deploying capital across model-driven equity and fixed-income portfolios. Its service model assigns each client a dedicated team of one or two CERTIFIED FINANCIAL PLANNER® professionals supported by a client service specialist. The geographic footprint spans New England and 20 U.S. states, including a growing presence in Florida. The firm reports managing more than $400M in assets across over 200 client relationships. RSWA operates from South Portland, Maine and Portsmouth, New Hampshire with a team structure built around CFP-led pod delivery. The firm has been recognized with local awards, including being voted a top financial planner by Best of the 207. Robinson Smith’s architecture departs from roll-up aggregators and bank-owned wealth arms: it is a private partnership that monetizes through transparent fee-only billing rather than commission-based insurance or proprietary product sales. That fiduciary-only posture, combined with an ownership stake from a non-founding professional, creates a governance path that independent RIAs frequently struggle to engineer.

## Sectors

- Wealth Management
- Financial Planning

## Offices

- Portsmouth, NH, United States

## People

- David Smith — Partner
- Tracey Daigle — Partner
- Donovan Ingle — Equity Owner

## Questions

### Who leads the firm and runs investment decisions?

Partners David Smith and Tracey Daigle run the firm day-to-day, with equity owner Donovan Ingle as part of the leadership team. Investment decisions are made within a centralized portfolio management framework executed by their CFP professional teams. Unlike a fund with a single CIO, Robinson Smith’s advisors construct and manage client portfolios using model-driven allocations.

### How does the firm charge for its services?

Robinson Smith operates on a fee-only basis, charging directly for financial planning and asset management rather than earning commissions on product sales. This fiduciary structure means the firm is legally required to put client interests first. The exact fee schedule is not publicly itemized but is disclosed to prospective clients during engagement.

### What is the firm’s ownership structure?

The firm is a privately held LLC. Ownership transitioned from the founding generation when David Robinson retired at the end of 2022. As of 2025, equity owners include David Smith, Tracey Daigle, and Donovan Ingle, creating a partnership structure that keeps the firm local and independent.

### Is the firm affiliated with a larger financial institution?

No. Robinson Smith is an independent, locally owned RIA. It is not a subsidiary of a bank, an insurance company, or a national aggregator. This independence underpins its fee-only fiduciary model and its ability to operate without conflicts from proprietary product distribution.

## Related profiles

- [Robinson Investment Group](https://altss.com/profile/robinson-investment-group)
- [Roble Ventures](https://altss.com/profile/roble-ventures)

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Last updated: 2026-08-11T02:43:31.692Z

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