Colby
Robinson
Forvis Wealth Advisors, LLC
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About this Advisor
Colby Robinson is a certified financial planner who works out of Springfield, Missouri, with a total of 1 year of relevant experience. Robinson works at Forvis Wealth Advisors, LLC. Throughout their career, Robinson has worked at Family Wealth Partners, Antonich & Associates, Jon Randall & Associates, Burleson Wealth Advisors, Lane Staley & Associates, Country Cookin', Youth Camps For Christ, Student, Dhg Wealth Advisors LLC and Forvis Wealth Advisors LLC. Robinson is approved to serve investors in North Carolina. Forvis Wealth Advisors, LLC is a financial advisory firm based in Springfield, MO. It has offices in 54 locations and a total of 120 financial advisors. It manages $7 billion in total assets among its 11,893 accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm provides services to 37 charities and foundations. Of its 11,893 client accounts, 41% belong to high-net-worth investors who have at least $1 million in assets available to invest. The business performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Financial advisory fees are based on which service is offered. Fee types billed by Forvis Wealth Advisors, LLC likely include any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Forvis Wealth Advisors, LLC Brokerage Details
$7,399,111,171
120
11,893
$622,140
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Colby Robinson Work History
Colby has been registered as a financial advisor for 1 years.*
Forvis Wealth Advisors LLC
Dhg Wealth Advisors LLC
Family Wealth Partners
Antonich & Associates
Jon Randall & Associates
Burleson Wealth Advisors
Lane Staley & Associates
Country Cookin'
Youth Camps For Christ
Student
*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 Colby 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 Forvis Wealth Advisors, LLC
Springfield, MO
Springfield, MO
Springfield, MO
Springfield, MO
Indianapolis, IN
Springfield, MO
Springfield, MO
Villa Park, IL
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.
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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.
