Donovan
Ingle

Robinson Smith Wealth Advisors, LLC

CRD#6987441
Investment Advisor
in Portsmouth, NH

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Donovan Ingle is a certified financial planner operating in Portsmouth, New Hampshire with a total of 3 years of relevant experience. Ingle is currently employed by Robinson Smith Wealth Advisors, LLC. During their career, Ingle has held roles at Tell City School District, Jfk Pool, Potato Steakhouse, German American Bank, University Of Louisville, Axa-Advisors LLC, Equitable Advisors, LLC and Robinson Smith Wealth Advisors LLC. Ingle holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Maine and New Hampshire. Robinson Smith Wealth Advisors, LLC is a financial advisory company operating out of Portland, ME. The investment advisory business has a total of seven advisors. It administers $289 million in total assets between its 782 accounts, placing it among the mid-sized investment advisory firms in the nation by assets under management. Of its 782 accounts, 56% are associated with high-net-worth clients who have greater than $1 million in investable assets. The company provides a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors usually depend on which services the firm provides the client. However, fees charged by Robinson Smith Wealth Advisors, LLC likely include some combination of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

3 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

One Harbour Place Suite 12
Portsmouth, NH 03801

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.

Robinson Smith Wealth Advisors, LLC Brokerage Details

Total Assets Under Management

$288,544,299

NH Average: $618,328,769
Total Number of Employees

7

NH Average: 10
Total Number of Accounts

782

NH Average: 975
Average Account Size

$368,982

NH Average: $634,183

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Donovan Ingle Work History

Donovan has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Robinson Smith Wealth Advisors LLC

2018 - 2020 (2 years)

Axa-Advisors LLC

2018 - 2020 (2 years)

Equitable Advisors, LLC

2015 - 2018 (3 years)

German American Bank

2015 - 2018 (3 years)

University Of Louisville

2013 - 2015 (2 years)

Potato Steakhouse

2012 - 2014 (2 years)

Jfk Pool

2002 - 2015 (13 years)

Tell City School District

*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 Donovan Ingle 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 Robinson Smith Wealth Advisors, LLC

David Smith
Portsmouth, NH
Tracey Daigle
Portland, ME
Anne Perley
Portland, ME
Gerrit Petersons
Portland, ME
Donovan Ingle
Portsmouth, NH

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started