Roberts Wealth Advisors

Roberts Wealth Advisors at a glance

• One of 1,191 fee-only firms based in California in the Wellspent graph.
• 3 advisors are listed here; 2 of 3 hold the CFA.
• Its Form ADV reports 6 employees and 146 individual clients, 126 of them high net worth.
• Its average account is about $991,000 (assets it manages divided by its 450 accounts).

Fee-only advisors in California · What fee-only advisors charge in California

Facts

Roberts Wealth Advisors fees

Roberts Wealth Advisors 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

Advisors at this firm (3)

• Brian Roberts

  CFA

• Ryan Walsh

  CFA

• Suzanne Herman

  CFP

Other fee-only firms in Menlo Park

• Rugh Financial
• Sage Rhino Capital
• Think Different Financial Planning
• Avalon Capital Management
• Branch & Bloom Financial Planning, LLC
• ClearPath Capital Partners
• Nelson Capital Management
• Oak Peak Financial

Fee-only advisors in California