# Bertrand Roberge

> Bertrand Roberge is a fee-only financial advisor at FIA Services in Navarre, Florida, who holds the PFS credential. Bertrand focuses on retirement planning. FIA Services reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/bertrand-roberge/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** FIA Services
- **Based in:** Navarre, Florida
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $1.3M across 6 accounts
- **Credentials:** PFS
- **Specialties:** Retirement planning
- **CRD:** 6061142 (https://adviserinfo.sec.gov/individual/summary/6061142)
- **SEC registration:** Investment adviser representative in FL
- **Exams passed:** Series 66 (2012)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://www.fiacontact.com

## Frequently asked questions

### Is Bertrand Roberge a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Bertrand holds no broker registration, and FIA Services reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Bertrand charge for financial advice?

Bertrand's firm, FIA Services, reports charging a percentage of assets on its SEC Form ADV.

### Where is Bertrand Roberge based?

Bertrand Roberge is based in Navarre, Florida.

### What does Bertrand specialize in?

Bertrand's specialties include retirement planning.

### What credentials does Bertrand Roberge hold?

Bertrand Roberge holds the PFS credential.

### Is Bertrand Roberge registered with the SEC?

Yes. Bertrand Roberge is registered as an investment adviser representative in FL (CRD 6061142), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does FIA Services manage?

FIA Services reports $1.3M across 6 accounts in assets under management.

### How do I contact Bertrand Roberge?

Through Bertrand's website, www.fiacontact.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6061142): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://fiacontact.com/): specialties, clients served, and fees, checked October 30, 2026

---

Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.