Ian Robertson
Fouts Law Group · Manchester, Missouri
Ian Robertson is a fee-only financial advisor at Fouts Law Group in Manchester, Missouri. Ian focuses on estate & legacy planning, tax planning and retirement planning. Fouts Law Group reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Fouts Law Group |
|---|---|
| Based in | Manchester, Missouri |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $145.2M across 242 accounts |
| SEC registration | Investment adviser representative in MO · CRD 1779180 |
| Exams passed | Series 63 (1988) · Series 66 (2002) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | foutsestatelaw.com/financial-planning |
How Ian's firm compares
- Fouts Law Group's average account is about $600,000, from its Form ADV (assets managed divided by 242 accounts).
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Questions about Ian
Is Ian Robertson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Ian holds no broker registration, and Fouts Law Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Ian charge for financial advice?
Ian's firm, Fouts Law Group, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Ian Robertson based?
Ian Robertson is based in Manchester, Missouri.
What does Ian specialize in?
Ian's specialties include estate & legacy planning, tax planning and retirement planning.
Is Ian Robertson registered with the SEC?
Yes. Ian Robertson is registered as an investment adviser representative in MO (CRD 1779180), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Fouts Law Group manage?
Fouts Law Group reports $145.2M across 242 accounts in assets under management.
How do I contact Ian Robertson?
Through Ian's website, foutsestatelaw.com/financial-planning.
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
- Fouts Law Group 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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