Hogan Roberts
investgro · Brentwood, Tennessee
Hogan Roberts is a fee-only financial advisor at investgro in Brentwood, Tennessee. Hogan focuses on retirement planning, estate & legacy planning and tax planning. investgro reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Retirees
- Divorced individuals
Facts
| Firm | investgro |
|---|---|
| Based in | Brentwood, Tennessee |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $2.1M across 50 accounts |
| SEC registration | Investment adviser representative in TN · CRD 8332284 |
| Exams passed | Series 65 (2026) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | investgroadvisors.com |
Request an introduction to Hogan
Tell Hogan a little about what you're looking for. Hogan isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Hogan
Is Hogan Roberts a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Hogan holds no broker registration, and investgro reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Hogan charge for financial advice?
Hogan's firm, investgro, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Hogan Roberts based?
Hogan Roberts is based in Brentwood, Tennessee.
What does Hogan specialize in?
Hogan's specialties include retirement planning, estate & legacy planning and tax planning. Hogan works with retirees and divorced individuals.
Is Hogan Roberts registered with the SEC?
Yes. Hogan Roberts is registered as an investment adviser representative in TN (CRD 8332284), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does investgro manage?
investgro reports $2.1M across 50 accounts in assets under management.
How do I contact Hogan Roberts?
Through Hogan's website, investgroadvisors.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
- investgro 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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