Firm
B.A. Roberts Financial Services
Marquette, Michigan
Fee-only
B.A. Roberts Financial Services at a glance
- One of 237 fee-only firms based in Michigan in the Wellspent graph.
- 3 advisors are listed here; 1 of 3 hold the CFP.
- Its Form ADV reports 8 employees and 1,344 individual clients, 134 of them high net worth.
- Its average account is about $236,000 (assets it manages divided by its 1,583 accounts).
Fee-only advisors in Michigan · What fee-only advisors charge in Michigan
Facts
| Based in | Marquette, Michigan |
|---|---|
| Website | baroberts.com |
| Phone | (906) 228-5564 |
B.A. Roberts Financial Services fees
B.A. Roberts Financial Services doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $374 million |
| Individual clients | 1,210 |
| High-net-worth clients | 134 |
| Accounts managed | 1,583 |
| Employees | 8 |
| Planning clients | More than 500 |
| Registered with | The SEC (801-112254) |
| Financial planning | Offered |
| Form ADV filed | March 25, 2026 |
| SEC record | CRD 289856 |