Paul Robinson
CFP, CFA · Robinson Fiduciary Advisors
About Paul Robinson
Paul Robinson runs a fiduciary-only practice in Tampa Bay, serving retirees and pre-retirees who demand transparency and evidence-based investing. His firm manages over $100 million with a focus on income generation and capital preservation for clients in or near retirement.
Services Offered
Fee Structure
Fee-Only (fiduciary)
Minimum assets: $400,000
This advisor is compensated solely by client fees, not commissions. They are legally bound to act in your best interest as a fiduciary.
Specialties
Investment Management
Grow your wealth with professional portfolio management, asset allocation, and evidence-based investment strategies.
Retirement Planning
Plan for a secure retirement with expert guidance on 401(k)s, IRAs, Social Security optimization, and withdrawal strategies.
Wealth Management
Comprehensive wealth management for high-net-worth individuals including tax, estate, philanthropy, and multi-generational planning.
Why Choose Paul?
20+ Years Experience
Proven track record serving clients since 2006
2 Professional Credentials
Holds CFP, CFA designations
119 Client Reviews
4.8/5 average rating from verified clients
In-Person & Virtual
Flexible meeting options to fit your schedule
Client Reviews
John M.
December 10, 2025
Working with Paul has been a game-changer for our family's finances. They took the time to understand our unique situation and created a plan that actually works for us.
Sarah T.
November 13, 2025
Paul is incredibly knowledgeable and patient. They explained everything in terms we could understand and never made us feel rushed or pressured.
Mike K.
October 16, 2025
I've been working with Paul for over 6 years and they have consistently delivered excellent advice. Their expertise in Investment Management has saved us thousands.
Location
Tampa, Florida
Map integration available on request
Request a Consultation
Connect with Paul to discuss your financial goals. In-person or virtual meetings available.
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