RG
CFP
Firm Information
Compensation
Fee-Only (AUM)
Number of Advisors
12 advisors
Number of Clients
30,142 clients
Average Client Portfolio
$682K average
Assets Under Management
$20.6B
Fee Structure
Financial Planning:Investment management only
I am unable to provide a fee summary because the document does not contain a fee schedule.
Areas of Practice
Investment ManagementRetirement PlanningHigh Net Worth
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Advisor Information
Office location
82 Patton Ave, Suite 208, Asheville, NC, 28801
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Robert is a solicitor/co-advisor for Matson Money, an investment-related activity. He is also a licensed insurance agent operating as an independent contractor since 2011.
Employment History
Current Registrations
Matson Money, INC.
February 2018 - Present · 7 yrs 11 mos
Previous Registrations
Edward Jones
November 2008 - June 2009 · 7 mos
State Registrations1 state
NC
Advisor
Exams
No exam information available for this advisor.