Craig Wade
Craig Wade is a registered investment advisor at Rhodes Investment Advisors, INC., based in Fort Worth, TX, with 42 years of industry experience. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 815 clients with $380M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 3.00% |
| $250K - $500K | 2.00% |
| $500K - $1.0M | 1.00% |
| $1M+ | 1.00% |
Fees negotiable for accounts over $1,000,000.
Fee Estimator
Location
306 West 7th Street, Suite 1000, Fort Worth, TX, 76012
Get directionsHistory
Regulatory History
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
Craig is an insurance agent representing several companies and owns/manages rental property. He is also an independent contractor and registered representative of Rhodes Securities, Inc., doing business as Wade Financial Services, dedicating nearly full-time hours to this role.
Employment History
Current Registrations
Rhodes Investment Advisors, INC.
Rhodes Securities, INC.Broker
Previous Registrations
Simmons-Green Financial Services, INC.Broker
Texas Securities, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.