# John Robertson

> John Robertson is a fee-only financial advisor at Live Oak Wealth Advisory Group in Houston, Texas. John focuses on founders (pre-exit), estate & legacy planning and tax planning. Live Oak Wealth Advisory Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/john-robertson/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Live Oak Wealth Advisory Group
- **Based in:** Houston, Texas
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Fees (firm's website):** a $5,000,000 asset minimum
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $155.5M across 293 accounts
- **Specialties:** Founders (pre-exit), Estate & legacy planning, Tax planning, Family wealth transfer
- **Works with:** Multi-generational families, Founders, Executives
- **CRD:** 4412056 (https://adviserinfo.sec.gov/individual/summary/4412056)
- **SEC registration:** Investment adviser representative in TX
- **Exams passed:** Series 63 (2001), Series 65 (2012)
- **Firm size:** 5 employees
- **Disclosures:** None reported
- **Website:** http://liveoakwag.com

## Frequently asked questions

### Is John Robertson a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: John holds no broker registration, and Live Oak Wealth Advisory Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does John charge for financial advice?

John's firm, Live Oak Wealth Advisory Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### How much does John charge?

According to Live Oak Wealth Advisory Group's website, checked October 30, 2026: a $5,000,000 asset minimum.

### Where is John Robertson based?

John Robertson is based in Houston, Texas.

### What does John specialize in?

John's specialties include founders (pre-exit), estate & legacy planning, tax planning and family wealth transfer. John works with multi-generational families, founders and executives.

### Is John Robertson registered with the SEC?

Yes. John Robertson is registered as an investment adviser representative in TX (CRD 4412056), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Live Oak Wealth Advisory Group manage?

Live Oak Wealth Advisory Group reports $155.5M across 293 accounts in assets under management.

### How do I contact John Robertson?

Through John's website, liveoakwag.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4412056): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://liveoakwag.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.