Edgerly Roberts
Eagle Bluffs Wealth Management · Columbia, Missouri
Edgerly Roberts is a fee-only financial advisor at Eagle Bluffs Wealth Management in Columbia, Missouri. Edgerly focuses on estate & legacy planning, tax planning and family wealth transfer. Eagle Bluffs Wealth Management reports charging a percentage of assets on its Form ADV.
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Specialties
Facts
| Firm | Eagle Bluffs Wealth Management |
|---|---|
| Based in | Columbia, Missouri |
| Fee model (firm's Form ADV) | Percentage of assets |
| Fees (firm's website) | A $500,000 asset minimum |
| Assets under management | $294.2M across 550 accounts |
| SEC registration | Investment adviser representative in MO · CRD 6229030 |
| Exams passed | Series 63 (2013) · Series 65 (2021) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | eaglebluffs.com |
How Edgerly's firm compares
- Eagle Bluffs Wealth Management's average account is about $535,000, from its Form ADV (assets managed divided by 550 accounts).
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Questions about Edgerly
Is Edgerly Roberts a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Edgerly holds no broker registration, and Eagle Bluffs Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Edgerly charge for financial advice?
Edgerly's firm, Eagle Bluffs Wealth Management, reports charging a percentage of assets on its SEC Form ADV.
How much does Edgerly charge?
According to Eagle Bluffs Wealth Management's website, checked October 30, 2026: a $500,000 asset minimum.
Where is Edgerly Roberts based?
Edgerly Roberts is based in Columbia, Missouri.
What does Edgerly specialize in?
Edgerly's specialties include estate & legacy planning, tax planning, family wealth transfer and retirement planning.
Is Edgerly Roberts registered with the SEC?
Yes. Edgerly Roberts is registered as an investment adviser representative in MO (CRD 6229030), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Eagle Bluffs Wealth Management manage?
Eagle Bluffs Wealth Management reports $294.2M across 550 accounts in assets under management.
How do I contact Edgerly Roberts?
Through Edgerly's website, eaglebluffs.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
- Eagle Bluffs Wealth Management 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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