Roberta Ferguson
Aberdeen Wealth Management · Lake Bluff, Illinois
Roberta Ferguson is a fee-only financial advisor at Aberdeen Wealth Management in Lake Bluff, Illinois, who holds the CFP and CFA credentials. Aberdeen Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Aberdeen Wealth Management |
|---|---|
| Based in | Lake Bluff, Illinois |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $699.1M across 418 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in IL · CRD 4358311 |
| Firm size | 4 employees |
| Disclosures | None reported |
How Roberta's firm compares
- Aberdeen Wealth Management's average account is about $1.7 million, from its Form ADV (assets managed divided by 418 accounts).
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Questions about Roberta
Is Roberta Ferguson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Roberta holds no broker registration, and Aberdeen Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Roberta charge for financial advice?
Roberta's firm, Aberdeen Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Roberta Ferguson based?
Roberta Ferguson is based in Lake Bluff, Illinois.
What credentials does Roberta Ferguson hold?
Roberta Ferguson holds the CFP and CFA credentials.
Is Roberta Ferguson registered with the SEC?
Yes. Roberta Ferguson is registered as an investment adviser representative in IL (CRD 4358311), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Aberdeen Wealth Management manage?
Aberdeen Wealth Management reports $699.1M across 418 accounts in assets under management.
How do I contact Roberta Ferguson?
Contact details aren't on file yet. Search for Aberdeen Wealth Management.
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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