David Roberts
Plan For Your Goals · Gulf Breeze, Florida
David Roberts is a fee-only financial advisor at Plan For Your Goals in Gulf Breeze, Florida. David charges a one-time planning fee and an ongoing planning fee (ongoing planning from $4,992 a year and one-time plans from $195).
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Facts
| Firm | Plan For Your Goals |
|---|---|
| Based in | Gulf Breeze, Florida |
| Fee model | One-time planning fee · Ongoing planning fee |
| Fees (firm's website) | Ongoing planning from $4,992 a year · One-time plans from $195 |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $10.1M across 238 accounts |
| SEC registration | Investment adviser representative in FL, LA, TX · CRD 7152116 |
| Exams passed | Series 63 (2019) · Series 65 (2020) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.planforyourgoals.com |
| Profile |
How David's firm compares
- Ongoing planning starts at $4,992 a year, above the Florida median of $4,200 for fee-only firms that publish prices.
- A one-time plan starts at $195, below the Florida median of $2,500 for fee-only firms that publish prices.
- Plan For Your Goals's average account is about $42,000, from its Form ADV (assets managed divided by 238 accounts).
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Questions about David
Is David Roberts a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Plan For Your Goals reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does David charge for financial advice?
David charges a one-time planning fee and an ongoing planning fee.
How much does David charge?
According to Plan For Your Goals's website, checked October 30, 2026: ongoing planning from $4,992 a year; one-time plans from $195.
Does David work with clients virtually?
Yes. Plan For Your Goals says on its website that it works with clients remotely.
Where is David Roberts based?
David Roberts is based in Gulf Breeze, Florida.
Is David Roberts registered with the SEC?
Yes. David Roberts is registered as an investment adviser representative in FL, LA and TX (CRD 7152116), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Plan For Your Goals manage?
Plan For Your Goals reports $10.1M across 238 accounts in assets under management.
How do I contact David Roberts?
Through David's website, www.planforyourgoals.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
- Plan For Your Goals 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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