# Michael Roberts

> Michael Roberts is a fee-only financial advisor at Statherós Financial Solutions in San Jose, California. Michael focuses on retirement planning. Statherós Financial Solutions reports charging a percentage of assets on its Form ADV.

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

## Facts

- **Firm:** Statherós Financial Solutions
- **Based in:** San Jose, California
- **Fee model (firm's Form ADV):** Percentage of assets
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $926.2M across 1,430 accounts
- **Specialties:** Retirement planning
- **Works with:** High earners, Pre-retirees
- **CRD:** 5410651 (https://adviserinfo.sec.gov/individual/summary/5410651)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 63 (2009), Series 65 (2008)
- **Firm size:** 15 employees
- **Disclosures:** None reported
- **Website:** https://www.statherosfinancial.com/

## Frequently asked questions

### Is Michael Roberts a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Michael holds no broker registration, and Statherós Financial Solutions reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Michael charge for financial advice?

Michael's firm, Statherós Financial Solutions, reports charging a percentage of assets on its SEC Form ADV.

### Where is Michael Roberts based?

Michael Roberts is based in San Jose, California.

### What does Michael specialize in?

Michael's specialties include retirement planning. Michael works with high earners and pre-retirees.

### Is Michael Roberts registered with the SEC?

Yes. Michael Roberts is registered as an investment adviser representative in CA (CRD 5410651), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Statherós Financial Solutions manage?

Statherós Financial Solutions reports $926.2M across 1,430 accounts in assets under management.

### How do I contact Michael Roberts?

Through Michael's website, www.statherosfinancial.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5410651): 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://www.statherosfinancial.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.