ROBERTSON ADVISORY, INC.

Overview

Robertson Advisory, Inc. is an independent, individually owned registered investment adviser organized as a corporation that positions itself as a fee-for-service financial planning practice. The firm’s stated advisory activity is financial planning services and it bills clients on an hourly basis rather than running discretionary model portfolios or acting as a capital allocator. Its client focus is individual and family households; Robertson Advisory, Inc. is not registered as an active ESG investor, does not serve as a pension consultant, and is not classified as a multi-state adviser. Given the firm’s structure and fee model, its work is oriented toward advice and planning engagements rather than ongoing custody-driven asset management. That suggests the firm’s deliverables are financial plans, recommendations and implementation guidance, with any actual investment execution left to clients’ custodians or other broker/dealers.

Assets & Accounts

Location & Offices