Bruce Roberts
B.A. Roberts Financial Services · Marquette, Michigan
Bruce Roberts is a fee-only financial advisor at B.A. Roberts Financial Services in Marquette, Michigan, who holds the CFP credential. B.A. Roberts Financial Services reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | B.A. Roberts Financial Services |
|---|---|
| Based in | Marquette, Michigan |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $373.9M across 1,583 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MI · CRD 2345101 |
| Exams passed | Series 63 (1993) · Series 65 (1999) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | baroberts.com |
How Bruce's firm compares
- B.A. Roberts Financial Services's average account is about $236,000, from its Form ADV (assets managed divided by 1,583 accounts).
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Questions about Bruce
Is Bruce Roberts a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Bruce holds no broker registration, and B.A. Roberts Financial Services reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Bruce charge for financial advice?
Bruce's firm, B.A. Roberts Financial Services, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Bruce Roberts based?
Bruce Roberts is based in Marquette, Michigan.
What credentials does Bruce Roberts hold?
Bruce Roberts holds the CFP credential.
Is Bruce Roberts registered with the SEC?
Yes. Bruce Roberts is registered as an investment adviser representative in MI (CRD 2345101), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does B.A. Roberts Financial Services manage?
B.A. Roberts Financial Services reports $373.9M across 1,583 accounts in assets under management.
How do I contact Bruce Roberts?
Through Bruce's website, baroberts.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
- 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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