# Brian Roberts

> Brian Roberts is a fee-only financial advisor at Roberts Wealth Advisors in Menlo Park, California, who holds the CFA credential. Roberts Wealth Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Roberts Wealth Advisors
- **Based in:** Menlo Park, California
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Works virtually:** Yes (firm's website)
- **Assets under management (firm):** $446.0M across 450 accounts
- **Credentials:** CFA
- **CRD:** 4458697 (https://adviserinfo.sec.gov/individual/summary/4458697)
- **SEC registration:** Investment adviser representative in CA, TX, UT
- **Firm size:** 6 employees
- **Disclosures:** None reported
- **Website:** https://roberts-wa.com/

## Frequently asked questions

### Is Brian Roberts a fee-only financial advisor?

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

### How does Brian charge for financial advice?

Brian's firm, Roberts Wealth Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Does Brian work with clients virtually?

Yes. Roberts Wealth Advisors says on its website that it works with clients remotely.

### Where is Brian Roberts based?

Brian Roberts is based in Menlo Park, California.

### What credentials does Brian Roberts hold?

Brian Roberts holds the CFA credential.

### Is Brian Roberts registered with the SEC?

Yes. Brian Roberts is registered as an investment adviser representative in CA, TX and UT (CRD 4458697), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Roberts Wealth Advisors manage?

Roberts Wealth Advisors reports $446.0M across 450 accounts in assets under management.

### How do I contact Brian Roberts?

Through Brian's website, roberts-wa.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4458697): 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://roberts-wa.com/): specialties, clients served, and fees, checked October 30, 2026

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