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Brooke Robinson

Partners IN Financial Planning, LLC

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About Brooke Robinson

Brooke Robinson is a financial advisor at Partners in Financial Planning, LLC in Salem, Virginia. Brooke has been a registered investment advisor representative in Virginia since 2024. Brooke has a Certified Financial Planner designation and specializes in retirement planning and college savings. Brooke provides financial planning, portfolio management, and other financial services to individuals and families. Brooke is committed to providing personalized financial advice to help clients achieve their financial goals.

Firm Information

Brooke Robinson is currently registered with Partners IN Financial Planning, LLC. Partners IN Financial Planning, LLC is an investment advisor registered with the SEC. Located in Salem, VA, the firm provides financial planning and portfolio management services to individuals, high-net-worth individuals, and charitable organizations. They manage approximately $708.5 million in assets. The firm can be reached at https://www.partnersinfinancialplanning.com, https://www.youtube.com/channel/UC4GDBQQPNZE06KPAPTRJPHA, https://www.facebook.com/partnersinfinancialplanning/, https://www.linkedin.com/company/3553538/, and https://www.twitter.com/PartnersInFP.
Partners IN Financial Planning, LLC

421 SOUTH COLLEGE AVENUE

SALEM, VA 24153

$708.51M

Assets Under Management

Not reported

Total Clients

7

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Brooke Robinson’s Registration & Firm History

VA

05/10/2024 - Present

Partners IN Financial Planning, LLC (SALEM VA)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Brooke Robinson.
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