Patrick Roberts
Market Street Wealth Management Advisors · Indianapolis, Indiana
Patrick Roberts is a fee-only financial advisor at Market Street Wealth Management Advisors in Indianapolis, Indiana. Market Street Wealth Management Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Market Street Wealth Management Advisors |
|---|---|
| Based in | Indianapolis, Indiana |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $776.0M across 1,693 accounts |
| SEC registration | Investment adviser representative in IN · CRD 6359909 |
| Exams passed | Series 65 (2014) |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | www.mswma.com |
How Patrick's firm compares
- Market Street Wealth Management Advisors's average account is about $458,000, from its Form ADV (assets managed divided by 1,693 accounts).
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Questions about Patrick
Is Patrick Roberts a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Patrick holds no broker registration, and Market Street Wealth Management Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Patrick charge for financial advice?
Patrick's firm, Market Street Wealth Management Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Patrick Roberts based?
Patrick Roberts is based in Indianapolis, Indiana.
Is Patrick Roberts registered with the SEC?
Yes. Patrick Roberts is registered as an investment adviser representative in IN (CRD 6359909), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Market Street Wealth Management Advisors manage?
Market Street Wealth Management Advisors reports $776.0M across 1,693 accounts in assets under management.
How do I contact Patrick Roberts?
Through Patrick's website, www.mswma.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
- 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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