# Christia Roberts

> Christia Roberts is a fee-only financial advisor at Christia LI Roberts in Stuart, Florida. Christia LI Roberts reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/christia-roberts/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Christia LI Roberts
- **Based in:** Stuart, Florida
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $5.7M across 25 accounts
- **CRD:** 706344 (https://adviserinfo.sec.gov/individual/summary/706344)
- **SEC registration:** Investment adviser representative in FL
- **Exams passed:** Series 63 (1984), Series 65 (1999)
- **Firm size:** 1 employee
- **Disclosures:** None reported

## Frequently asked questions

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

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

### How does Christia charge for financial advice?

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

### Where is Christia Roberts based?

Christia Roberts is based in Stuart, Florida.

### Is Christia Roberts registered with the SEC?

Yes. Christia Roberts is registered as an investment adviser representative in FL (CRD 706344), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Christia LI Roberts manage?

Christia LI Roberts reports $5.7M across 25 accounts in assets under management.

### How do I contact Christia Roberts?

Contact details aren't on file yet. Search for Christia LI Roberts.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/706344): 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

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