This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- American Funds · Fidelity/NFS
- Clients
- Retail
- Platforms
- Wave emberVertex
- Established Date
- 03-31-2022
- Office Locations
- 1
Office Locations
About Plan FOR Your Goals, LLC
Plan For Your Goals, LLC is a Gulf Breeze, FL planning firm led by David Roberts offering an “Essential Consultation” and short- or long-term engagements covering organization, retirement and estate planning, and ongoing guidance. Clients can choose do-it-yourself coaching or managed investment portfolios (including ETF/mutual-fund and index-based approaches). The practice is built for busy households with virtual meetings plus evening/weekend availability, with experience supporting military families and retirees.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
David Lynn Roberts
Chief Compliance Officer, Managing Member, Owner
- CRD
- #7152116
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $10,098,128 | -- |
| Total | $10,098,128 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $10,098,128
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,396,181,541 | 27.5% |
| Cash | $1,436,797,731 | 28.3% |
| Equity - Exchange | $1,467,259,874 | 28.9% |
| U.S. Government/Agency | $776,784,638 | 15.3% |
| Total | $5,077,023,784 | 100.0% |