Ryan Walsh
Roberts Wealth Advisors · Menlo Park, California
Ryan Walsh is a fee-only financial advisor at Roberts Wealth Advisors in Menlo Park, California, who holds the CFA credential. Roberts Wealth Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Roberts Wealth Advisors |
|---|---|
| Based in | Menlo Park, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Works virtually | Yes |
| Assets under management | $446.0M across 450 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in UT, WA · CRD 6118984 |
| Exams passed | Series 65 (2014) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | roberts-wa.com |
| Profile |
How Ryan's firm compares
- Roberts Wealth Advisors's average account is about $991,000, from its Form ADV (assets managed divided by 450 accounts).
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Questions about Ryan
Is Ryan Walsh a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Ryan holds no broker registration, and Roberts Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Ryan charge for financial advice?
Ryan's firm, Roberts Wealth Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Does Ryan work with clients virtually?
Yes. Roberts Wealth Advisors says on its website that it works with clients remotely.
Where is Ryan Walsh based?
Ryan Walsh is based in Menlo Park, California.
What credentials does Ryan Walsh hold?
Ryan Walsh holds the CFA credential.
Is Ryan Walsh registered with the SEC?
Yes. Ryan Walsh is registered as an investment adviser representative in UT and WA (CRD 6118984), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Roberts Wealth Advisors manage?
Roberts Wealth Advisors reports $446.0M across 450 accounts in assets under management.
How do I contact Ryan Walsh?
Through Ryan's website, roberts-wa.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Menlo Park
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
- Roberts Wealth Advisors 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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