Donovan Roberson
Platform Wealth Advisors · Goleta, California
Donovan Roberson is a fee-only financial advisor at Platform Wealth Advisors in Goleta, California, who holds the CFP credential. Platform Wealth Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Platform Wealth Advisors |
|---|---|
| Based in | Goleta, California |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $509.0M across 776 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, TX · CRD 6878943 |
| Exams passed | Series 66 (2019) |
| Firm size | 17 employees |
| Disclosures | None reported |
| Website | platformadvise.com/pwa-team |
How Donovan's firm compares
- Platform Wealth Advisors's average account is about $656,000, from its Form ADV (assets managed divided by 776 accounts).
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Questions about Donovan
Is Donovan Roberson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Donovan holds no broker registration, and Platform Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Donovan charge for financial advice?
Donovan's firm, Platform Wealth Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Donovan Roberson based?
Donovan Roberson is based in Goleta, California.
What credentials does Donovan Roberson hold?
Donovan Roberson holds the CFP credential.
Is Donovan Roberson registered with the SEC?
Yes. Donovan Roberson is registered as an investment adviser representative in CA and TX (CRD 6878943), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Platform Wealth Advisors manage?
Platform Wealth Advisors reports $509.0M across 776 accounts in assets under management.
How do I contact Donovan Roberson?
Through Donovan's website, platformadvise.com/pwa-team.
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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