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Michael William Robinson

Investment adviser representative at Narus Financial Partners, LLC
12 yearsExperience
1 stateRegistered in
$559MFirm assets
11 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

12 years in the industry.

  1. Narus Financial Partners, LLCJan 2015 to now
  2. Narus Financial Partners, LLC F/k/a Clearstone Capital Mgmt.Oct 2014 to now

Exams passed

  • Series 63 · Uniform Securities Agent State Law2000
  • Series 66 · Uniform Combined State Law2014

State registrations

Registered as an investment adviser representative in 1 state (AZ).

Narus Financial Partners, LLC

$559MAssets managed
208Clients
6Advisers
11 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
4144709
Firm CRD
173534
Advisor's SEC record (opens in a new tab)
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