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
Park City, UT 84060
Credentials
CFP®, Series 65
Industry experience
4 years
Suzanne Herman is a CFP® and holds a Series 65 license with four years of industry experience. She has been with Roberts Wealth Advisors, LLC since 2020. Prior to joining the firm, she worked at Restaurant365 and DealerSocket, and earlier at Powdr Corp. 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 manages client portfolios using fundamental analysis and long-term strategies, serving both individual and institutional clients, including other advisory firms and plan sponsors.
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.
1245 Deer Valley Drive, Suite A
Park City, UT 84060
Utah
Roberts Wealth Advisors
2020 - Present (6 years)
Restaurant365
2019 - 2020 (1 year)
DealerSocket
2016 - 2019 (3 years)
Powdr Corp
2010 - 2016 (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.
CFP®, Series 63, Series 66
Park City, UT
Curtain Wealth Planning L.L.C.
CFP®, Series 66
Heber City, UT
Balanced Capital
Series 63, Series 65
Midway, UT
Kellam Insurance and Financial Services LLC
CFA®
Park City, UT
Gaard Capital LLC
Series 66
Heber City, UT
John McAndrew Financial Advisors LLC
Series 65
Heber, UT
Nibley Financial LLC
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