# Robo Advisor, Inc.

> Robo Advisor, Inc. is an SEC-registered investment advisory firm in Lake Mary, FL, registered since 2011, with no regulatory assets under management reported in its Form ADV filing dated April 1, 2026.

- CRD: 155976
- Filed as: ROBO ADVISOR, INC.
- Also doing business as: ROBOADVISOR.COM
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Lake Mary, FL
- Filing period: October 2026
- Form ADV filing dated: April 1, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/155976
- AdvisorCensus page: https://advisorcensus.com/firm/robo-advisor-inc-lake-mary-fl-155976

## Quick answers

**How is Robo Advisor, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Robo Advisor, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); other.

**How much does Robo Advisor, Inc. charge?**
Its Form ADV Part 2A brochure dated April 1, 2026 states: Hourly rate: $50 to $150 an hour (financial planning advice); Hourly rate: $1,000 an hour (Pension Consulting Fee). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Robo Advisor, Inc. located?**
Robo Advisor, Inc.'s principal office is in Lake Mary, FL, according to its Form ADV.

**Is Robo Advisor, Inc. registered with the SEC or a state?**
Robo Advisor, Inc. is an SEC-registered investment advisory firm, registered since 2011. Status as filed: Approved. CRD 155976.

**How have Robo Advisor, Inc.'s assets and staff changed since 2021?**
In the Form ADV data for Robo Advisor, Inc.: Regulatory assets under management: $0 in the October 2021 data and $0 in the October 2024 data. Total employees: 3 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**Does Robo Advisor, Inc. report any disciplinary disclosures?**
Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.E(4) (self-regulatory organization's expulsion, suspension, bar, or restriction). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/155976

**Does Robo Advisor, Inc. state an account minimum?**
Its Form ADV Part 2A brochure dated April 1, 2026 says: "There are no minimum size requirements for opening or maintaining an account with our firm."

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other

### Fees and minimums (Form ADV Part 2A brochure dated April 1, 2026)

- Account minimum: None

> There are no minimum size requirements for opening or maintaining an account with our firm.

- Hourly rate: $50 to $150 an hour (financial planning advice)

> The Advisor’s hourly fee will be billed at a rate of $50 to $150 per hour depending upon the type and complexity of the planning being performed.

- Hourly rate: $1,000 an hour (Pension Consulting Fee)

> Pension Consulting Fee The Advisor’s hourly fee will be billed at a rate of $1,000 per hour. The Advisor’s hourly fees will be negotiated and agreed upon by the parties in advance.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | $0 |
| High net worth individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other

### Firm details
- Registered since: 2011 (15 years)
- Employees: 3 total, 1 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports 1 disclosure item on Form ADV Item 11.

### Item 11 questions answered yes
- 11.E(4): Has a self-regulatory organization or a commodities exchange ever disciplined the firm or an advisory affiliate by expelling or suspending it from membership, barring or suspending it from association with other members, or otherwise restricting its activities?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/155976

### Websites listed on Form ADV (Item 1.I)
- [roboadvisor.com](https://roboadvisor.com)

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $0 | 3 | April 9, 2021 |
| October 2022 | $0 | 3 | March 31, 2022 |
| October 2023 | $0 | 3 | March 31, 2023 |
| October 2024 | $0 | 3 | April 1, 2024 |
| October 2025 | Not reported | 3 | April 1, 2025 |
| October 2026 | Not reported | 3 | April 1, 2026 |

Regulatory assets under management: $0 in the October 2021 data and $0 in the October 2024 data.
Total employees: 3 in October 2021 and 3 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Robo Advisor, Inc. (CRD 155976): Form ADV filing data as of October 2026.