Brian Roberts is a CFA-designated registered investment advisor at Roberts Wealth Advisors, LLC, based in Menlo Park, CA, with 13 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 150 clients with $450M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $17.5M | 0.50% |
| $17.5M+ | 0.25% |
Fees are negotiable.
Fee Estimator
Location
611 Santa Cruz Avenue, Suite 203, Menlo Park, CA, 94025
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Roberts Wealth Advisors, LLC
Previous Registrations
Nelson Roberts Investment Advisors, LLC
Nelson Capital Management
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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