# Shawn Roberts

> Shawn Roberts is a fee-only financial advisor at SMR Strategic Investments in Glen Ellyn, Illinois, who holds the CFP credential. SMR Strategic Investments reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/shawn-roberts/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** SMR Strategic Investments
- **Based in:** Glen Ellyn, Illinois
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $9.7M across 34 accounts
- **Credentials:** CFP
- **CRD:** 3272639 (https://adviserinfo.sec.gov/individual/summary/3272639)
- **SEC registration:** Investment adviser representative in IL
- **Exams passed:** Series 66 (2002)
- **Firm size:** 1 employee
- **Disclosures:** None reported

## Frequently asked questions

### Is Shawn Roberts a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Shawn holds no broker registration, and SMR Strategic Investments reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Shawn charge for financial advice?

Shawn's firm, SMR Strategic Investments, reports charging a percentage of assets on its SEC Form ADV.

### Where is Shawn Roberts based?

Shawn Roberts is based in Glen Ellyn, Illinois.

### What credentials does Shawn Roberts hold?

Shawn Roberts holds the CFP credential.

### Is Shawn Roberts registered with the SEC?

Yes. Shawn Roberts is registered as an investment adviser representative in IL (CRD 3272639), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does SMR Strategic Investments manage?

SMR Strategic Investments reports $9.7M across 34 accounts in assets under management.

### How do I contact Shawn Roberts?

Contact details aren't on file yet. Search for SMR Strategic Investments.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/3272639): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.