David Roberts
David Roberts is a registered investment advisor at Plan for Your Goals, LLC, based in Gulf Breeze, FL, with 6 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 45 clients with $10M 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 $500K | 1.00% |
| $500K - $1000K | 0.75% |
| $1.0M - $5.0M | 0.55% |
| $5M+ | 0.35% |
Fees are negotiable.
Fee Estimator
Location
Gulf Breeze, FL
Get directionsHistory
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 →Other Business ActivitiesSells Insurance
David owns rental property and is an independent insurance agent for various companies since 2009, dedicating minimal time to insurance sales. He also owns Plan For Your Goals, LLC, a DBA for his financial planning practice, spending nearly full-time hours on it.
Employment History
Current Registrations
Plan for Your Goals, LLC
Previous Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
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.