Advisor at Plan For Your Goals, 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
Plan For Your Goals, LLC
Location
Gulf Breeze, FL
Credentials
Series 63, Series 65
Industry experience
6 years
David Roberts is a financial advisor at Plan For Your Goals, LLC in Gulf Breeze, FL, with six years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Cambridge Investment Research Advisors, Inc. Roberts is also an independent insurance agent. Plan For Your Goals, LLC provides investment management and financial planning services primarily to individual and high-net-worth clients. The firm emphasizes a long-term, non-discretionary investment approach based on modern portfolio theory, offering personalized asset allocation and quarterly portfolio reviews.
Fixed fees between $195 and $1,190 for financial assessments and limited scope plans; $2,500 to $8,500 for comprehensive financial plans
$0 - $499,999: 1.00% $500,000 - $999,999: 0.75% $1,000,000 - $4,999,999: 0.55% $5,000,000+: 0.35%
$200 per hour for financial planning services, fees negotiable
Gulf Breeze, FL
Florida · Louisiana · Texas
Plan For Your Goals, LLC
2022 - Present (4 years)
Cambridge Investment Research Advisors
2020 - 2022 (2 years)
Cambridge Investment Research, Inc.
2019 - 2022 (3 years)
Cambridge Investment Research, Inc.
2019 - 2019 (1 year)
Abilene Preservation League
2018 - 2019 (1 year)
Roberts Family
2012 - 2018 (6 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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