Bertrand Roberge
FIA Services · Navarre, Florida
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.
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Specialties
Facts
| Firm | FIA Services |
|---|---|
| Based in | Navarre, Florida |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $1.3M across 6 accounts |
| Credentials | PFS |
| SEC registration | Investment adviser representative in FL · CRD 6061142 |
| Exams passed | Series 66 (2012) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.fiacontact.com |
How Bertrand's firm compares
- FIA Services's average account is about $213,000, from its Form ADV (assets managed divided by 6 accounts).
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Questions about Bertrand
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.
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
- FIA Services 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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