Roberts Wealth Advisors, LLC fees and pricing
Financial planner in Menlo Park, California. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 17, 2026, Roberts Wealth Advisors, LLC charges $450 an hour and a flat or project fee of $10,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 17, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $450/hr
“The maximum hourly fee to be charged will not exceed $450.”
- Flat or project fee
- $10,000
“Flat fees will not exceed $10,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Roberts Wealth Advisors, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Annualized fees are billed on a pro-rata basis quarterly in advance based on the value of the account(s) on the last day of the previous quarter.”
- “Fees are negotiable and will be deducted from client account(s).”
- “In rare cases, our firm will agree to directly invoice.”
How Roberts Wealth Advisors, LLC’s fees compare
- Its hourly rate of $450 is above the California median of $300. 81% of the 932 other California planners that publish an hourly rate charge less.
- 3 of the 5 other planners in Menlo Park that publish an hourly rate charge less.
- Its flat or project fee of $10,000 is above the California median of $5,000. 77% of the 796 other California planners that publish a flat or project fee charge less.
- 3 of the 3 other planners in Menlo Park that publish a flat or project fee charge less.
About Roberts Wealth Advisors, LLC
“Our firm provides a variety of standalone financial planning and consulting services to clients for the management of financial resources based upon an analysis of current situation, goals, and objectives.”
- Firm size: 6 employees.
- Registered as an adviser: 2020 (6 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Insurance analysis
- Charitable giving
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1% a year
- Clients
- 146
- Employees
- 6
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, other investment advisers, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers
- Assets managed
- $445,994,091
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 308827
- Phone
- (650) 240-2410
Can advise clients in 4 states: California, Texas, Utah, Washington
Other planners in Menlo Park that publish fees
- BKB Financial Advisors, LLCMenlo Park$150-$450/hr
- Branch & Bloom Financial Planning, LLCMenlo Park$275/hr, $2,500-$8,000
- Clearpath Capital Partners LLCMenlo Park$350/hr
- Echo Advisory LLCMenlo Park$2,400-$5,000
- MezziMenlo Park$1,499/yr
- Nelson Capital Management, LLCMenlo Park$500/hr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.