Robin Woodell is a CFP-designated registered investment advisor at Miai, INC., based in Dallas, TX, with 18 years of industry experience. Their practice areas include Financial Planning & Coaching, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 276 clients with $210M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
MIAI offers investment management services through two programs:
- MIAI Advisor Program (MAP): MIAI selects and manages your investments.
- Fidelity Managed Account Xchange℠ Program (FMAX): MIAI refers you to investment managers through Fidelity's platform.
The maximum annual management fee for both programs is 3.00% of the value of your portfolio, unless your account only holds mutual funds, in which case the maximum annual fee is 2.25%. Fees are negotiable.
Location
12222 Merit Dr, Suite 1390, Dallas, TX, 75251
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Robin is an agent at Strategic Planning Group and the proprietor/owner of Emerald Financial Group, both multi-line insurance brokerages, dedicating nearly full-time hours to each. Robin also works as a sales consultant for Rodan & Fields, a skincare company, spending minimal time, and is a board member of the National Advisory Council-PML & HTK, spending a few hours per week.
Employment History
Current Registrations
Maplewood Investments, INC.
Miai, INC.
Blueprint Financial Advisors
Maplewood Investments, INC.Broker
Previous Registrations
Hornor, Townsend & Kent, LLC
Hornor, Townsend & Kent, LLCBroker
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
State Registrations4 states
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.