Michael Roberts
Statherós Financial Solutions · San Jose, California
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.
Request an introduction to Michael →
Specialties
Who they serve
- High earners
- Pre-retirees
Facts
| Firm | Statherós Financial Solutions |
|---|---|
| Based in | San Jose, California |
| Fee model (firm's Form ADV) | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $926.2M across 1,430 accounts |
| SEC registration | Investment adviser representative in CA · CRD 5410651 |
| Exams passed | Series 63 (2009) · Series 65 (2008) |
| Firm size | 15 employees |
| Disclosures | None reported |
| Website | www.statherosfinancial.com |
Request an introduction to Michael
Tell Michael a little about what you're looking for. Michael 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 Michael
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.
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
- Statherós Financial Solutions 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.
See something wrong? Request a correction. Read our methodology.