Naomi Roberts
Yarger Wealth Strategies · Westerville, Ohio
Naomi Roberts is a fee-only financial advisor at Yarger Wealth Strategies in Westerville, Ohio. Naomi focuses on retirement planning and estate & legacy planning. Yarger Wealth Strategies reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Executives
- High earners
- Retirees
Facts
| Firm | Yarger Wealth Strategies |
|---|---|
| Based in | Westerville, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $529.7M across 753 accounts |
| SEC registration | Investment adviser representative in OH · CRD 4181708 |
| Exams passed | Series 63 (2001) · Series 65 (2006) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.yargerwealth.com |
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Questions about Naomi
Is Naomi Roberts a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Naomi holds no broker registration, and Yarger Wealth Strategies reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Naomi charge for financial advice?
Naomi's firm, Yarger Wealth Strategies, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Naomi Roberts based?
Naomi Roberts is based in Westerville, Ohio.
What does Naomi specialize in?
Naomi's specialties include retirement planning and estate & legacy planning. Naomi works with executives, high earners and retirees.
Is Naomi Roberts registered with the SEC?
Yes. Naomi Roberts is registered as an investment adviser representative in OH (CRD 4181708), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Yarger Wealth Strategies manage?
Yarger Wealth Strategies reports $529.7M across 753 accounts in assets under management.
How do I contact Naomi Roberts?
Through Naomi's website, www.yargerwealth.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
- Yarger Wealth Strategies 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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