Robin K Kizito
RK
Robin K Kizito
RK

Robin Kizito

18 Years of Experience
Potomac, MD

Robin Kizito is a registered investment advisor at Addax Bridge Financial, based in Potomac, MD, with 18 years of industry experience. Robin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:$500K
Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fee may be negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Contact

Robin K Kizito
RK
Robin Kizito

Location

11810 Grand Park Avenue, Suite 500, Potomac, MD, 20854

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Addax Bridge Financial
May 2025 - Present · 11 mos
Previous Registrations
Fidelity Personal and Workplace Advisors
July 2018 - January 2025 · 6 yrs 6 mos
Strategic Advisers LLC
January 2008 - July 2018 · 10 yrs 6 mos
Fidelity Brokerage Services LLCBroker
July 2007 - January 2025 · 17 yrs 6 mos
State Registrations1 state
MD
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Additional Information

Please visithttps://www.addaxbridge.cofor more information.

Robin K Kizito
RK
Contact
Robin Kizito
Robin Kizito - Financial Advisor | TrueAdvisor