Michael
Robinson
Narus Financial Partners, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Michael Robinson is a financial advisor based in Topock, Arizona who has 8 years of industry experience. Robinson is an advisor for Narus Financial Partners, LLC. Over the course of their career, they have held roles at Clearstone Capital Management and Injury Chiropractic. Robinson holds Series 63 and Series 66 licenses, qualifying them as a securities representative, and is able to advise clients in Arizona. Narus Financial Partners, LLC is a registered investment business operating out of Salt Lake City, UT. It has offices in two locations and a total of seven employees. It handles $319 million in assets among its 442 customer accounts, making it one of the mid-sized financial advisory firms in the country by assets under management. The firm provides services to four charities and foundations. Of its 442 client accounts, 33% belong to high-net-worth investors who have greater than $1 million in investable assets. Narus Financial Partners, LLC provides a few services, such as financial planning services, portfolio management for individuals and small businesses and other services. Fees charged by financial advisors typically are based on which service is offered. However, fees billed by Narus Financial Partners, LLC can be comprised of any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Narus Financial Partners, LLC Brokerage Details
$318,996,775
7
442
$721,712
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
Michael Robinson Work History
Michael has been registered as a financial advisor for 8 years.*
Clearstone Capital Management
Injury Chiropractic
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Michael Robinson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Narus Financial Partners, LLC
Topock, AZ
Salt Lake City, UT
Salt Lake City, UT
Salt Lake City, UT
Salt Lake City, UT
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.