Robo Advisor, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Robo Advisor, Inc. operates an internet-based WealthTech advisory platform that serves individual investors, financial intermediaries, and plan sponsors. The firm provides automated portfolio management, financial planning, and pension/401(k) consulting, and it recommends and oversees third‑party money managers for plan implementations.
The digital platform uses software-driven asset allocation, tax management, portfolio rebalancing, and security selection across a range of securities including ETFs, mutual funds, individual equities, fixed income, and insurance products, and the firm applies fundamental, technical, and cyclical analysis in its models. Robo Advisor offers multiple billing options — including wrap fee programs, subscription pricing, and hourly consulting — and does not accept custody of client assets except for authorized fee deductions.
Noteworthy aspects disclosed in the brochure include the firm’s internet-first delivery together with affiliated brokerage and insurance activities: investment adviser representatives may act as registered representatives of a broker‑dealer in which the firm’s principal has an ownership interest, and those representatives may be licensed to sell annuities and other insurance products through related insurance agencies. The filing also discloses a past temporary regulatory suspension of the firm’s principal (now resolved), the firm’s role as a wrap‑fee sponsor, an hourly pension consulting rate of $1,000, and that it reported zero assets under management as of the brochure date.
Client services
Expertise
Fee options
0% to 0.25% per annum, negotiable
Investment Advisor Representatives may receive commissions for insurance products; fees are typical and customary
Financial planning: $50 to $150 per hour; Pension consulting: $1,000 per hour; fees negotiable
$0.00 to $8.99 per month, depending on account type and complexity; may be combined with AUM fees up to 0.25% per annum
Main office
255 Primera Boulevard, Suite 160
Lake Mary FL 32746-2168
Advisors at this office
1
Most active in
Florida
Also doing business as
Financial Trade Center · Ftc.Me · Goftc · Robo Advisor, Inc. · Roboadvisor.Com · Sovereign Legacy · Sovereign Legacy, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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