Anita Roberts
AdviceOne · Glastonbury, Connecticut
Anita Roberts is a fee-only financial advisor at AdviceOne in Glastonbury, Connecticut. Anita focuses on retirement planning. AdviceOne reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Executives
Facts
| Firm | AdviceOne |
|---|---|
| Based in | Glastonbury, Connecticut |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $2.05B across 4,781 accounts |
| SEC registration | Investment adviser representative in CT · CRD 5436539 |
| Exams passed | Series 63 (2018) · Series 65 (2021) |
| Firm size | 56 employees |
| Disclosures | None reported |
| Website | www.adviceoneretirement.com |
How Anita's firm compares
- AdviceOne's average account is about $428,000, from its Form ADV (assets managed divided by 4,781 accounts).
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Questions about Anita
Is Anita Roberts a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Anita holds no broker registration, and AdviceOne reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Anita charge for financial advice?
Anita's firm, AdviceOne, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Anita Roberts based?
Anita Roberts is based in Glastonbury, Connecticut.
What does Anita specialize in?
Anita's specialties include retirement planning. Anita works with executives.
Is Anita Roberts registered with the SEC?
Yes. Anita Roberts is registered as an investment adviser representative in CT (CRD 5436539), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does AdviceOne manage?
AdviceOne reports $2.05B across 4,781 accounts in assets under management.
How do I contact Anita Roberts?
Through Anita's website, www.adviceoneretirement.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- AdviceOne website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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