Roberts Wealth Advisors, LLC

Roberts Wealth Advisors, LLC, established in 2020, is a financial advisor firm based in Menlo Park, CA. As a fiduciary, the firm is committed to acting in the best interest of clients. Services offered include Comprehensive Portfolio Management, Financial Planning & Consulting, and Retirement Plan Consulting. The firm manages $385,388,641 on a discretionary basis. Fees for Comprehensive Portfolio Management are tiered based on assets under management, ranging from 1.00% to 0.25%. Financial Planning & Consulting fees are charged on an hourly or flat fee basis, with a maximum hourly fee of $450 and flat fees not exceeding $10,000. Retirement Plan Consulting fees are also based on a percentage of managed Plan assets, not exceeding 1.00%. Clients have the option to grant investment discretion to the firm, allowing it to execute transactions on their behalf. The firm votes client proxies and uses a proxy monitor and voting agent service. Roberts Wealth Advisors does not have any disciplinary events, and clients receive account statements directly from the custodian. The firm does not receive compensation for client referrals and has no financial industry activities or affiliations to disclose.