Suzanne Herman
Roberts Wealth Advisors · Menlo Park, California
Suzanne Herman is a fee-only financial advisor at Roberts Wealth Advisors in Menlo Park, California, who holds the CFP 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 | CFP |
| SEC registration | Investment adviser representative in UT · CRD 7407290 |
| Exams passed | Series 65 (2021) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | roberts-wa.com |
How Suzanne'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 Suzanne
Is Suzanne Herman a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Suzanne 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 Suzanne charge for financial advice?
Suzanne's firm, Roberts Wealth Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Does Suzanne work with clients virtually?
Yes. Roberts Wealth Advisors says on its website that it works with clients remotely.
Where is Suzanne Herman based?
Suzanne Herman is based in Menlo Park, California.
What credentials does Suzanne Herman hold?
Suzanne Herman holds the CFP credential.
Is Suzanne Herman registered with the SEC?
Yes. Suzanne Herman is registered as an investment adviser representative in UT (CRD 7407290), 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 Suzanne Herman?
Through Suzanne'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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