Dustin Roberts
Advisor at Savvy
Updated today
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.
About
Dustin Roberts is a financial advisor at Savvy with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at U.S. Bancorp Investments, U.S. Bank, and BBVA-affiliated firms. He serves as a board member of ACT Advancing Children of Turlock, a nonprofit organization. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, and corporations. The firm combines an index-based core with tailored strategies such as direct indexing with tax-loss harvesting, active and passive stock portfolios, and ESG-focused models, supported by a parent technology platform and third-party tools.
Client services
Based on Savvy
Financial planning
Portfolio management
Selection of other advisers
Newsletters or periodicals
Educational seminars or workshops
Expertise
Based on Savvy
Concentrated stock management
ESG / Sustainable investing
Options & derivatives strategies
Private / alternative investments
Tax-loss harvesting
Fee options
Tax preparation services charged at a flat fee of $895; financial planning and consulting charged flat fees, negotiable.
$0+: Negotiable, typically ranging from 0.30% to 1.9% per year depending on size and complexity N/A - N/A: Net worth based fees negotiated, typically 0.10% to 0.40% annually, billed quarterly in advance
Some firm representatives receive commissions from unaffiliated broker-dealers or insurance sales, separate from advisory fees.
Account minimum: $500,000 Minimum fee: Advisors may implement a minimum account fee for accounts below the minimum size; specific amounts not stated. Fee-only: Flat fees for financial planning and consulting services, negotiable, assessed quarterly.
Location
Turlock, CA
Most active in
Dustin R has reported serving >5 clients in these states in the last 12 months.
California
Work history
Savvy
2025 - Present (1 year)
U.S. Bancorp Investments, Inc.
2021 - 2025 (4 years)
U.S. Bank
2021 - 2025 (4 years)
BBVA Wealth Solutions Inc.
2017 - 2021 (4 years)
BBVA Securities Inc.
2013 - 2021 (8 years)
BBVA Compass Insurance Agency, Inc.
2012 - 2021 (9 years)
Compass Bank
2012 - 2021 (9 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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