Advisor at Roberts Wealth Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Roberts Wealth Advisors, LLC
Location
Menlo Park, CA 94025
Credentials
CFA®
Industry experience
12 years
Brian Roberts is a CFA® charterholder and principal at Roberts Wealth Advisors, LLC with 12 years of industry experience. He previously worked at Nelson Roberts Investment Advisors, LLC for 16 years before joining his current firm in 2020. Roberts Wealth Advisors provides portfolio management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, trusts, pension plans, and other investment advisers. The firm employs fundamental analysis and long-term strategies across a range of public and private investments and offers services to both individual and institutional clients, including other advisory firms.
Based on Roberts Wealth Advisors, LLC
Based on Roberts Wealth Advisors, LLC
Flat fees for financial planning and consulting services up to $10,000; flat fees may also apply for retirement plan consulting.
$0 - $3,000,000: 1.00% $3,000,001 - $5,000,000: 0.75% $5,000,001 - $17,500,000: 0.50% $17,500,001+: 0.25%
Up to $450 per hour for financial planning, consulting, and retirement plan consulting services.
Fee-only: Financial planning and consulting fees charged hourly up to $450/hour or flat fees up to $10,000. Retirement Plan Consulting fees charged hourly up to $450/hour, flat fees, or up to 1.00% of plan assets.
611 Santa Cruz Avenue, Suite 203
Menlo Park, CA 94025
California · Texas · Utah
Roberts Wealth Advisors, LLC
2020 - Present (6 years)
Nelson Roberts Investment Advisors, LLC
2004 - 2020 (16 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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I specialize in helping families make better financial decisions related to stock options and RSUs. I know we’re saving enough for retirement in 401k’s, but my wife and I still have serious conversations about how to use her company stock to help live the life we want. Our issues require significant financial planning that firms focused on AUM can't help with. In my free time, I coach my three kids sports teams, play softball, golf, ski in Incline Village, and work on the NYTimes Crossword puzzle with my wife, Jessica. If you ever see me out and about, I’m the guy wearing something UCLA, Chargers, Padres, or Warriors. Listen to Aaron's podcast here: https://mindmoneyspectrum.buzzsprout.com/
CFP®, Series 66
Redwood City, CA
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