Guy Cumbie
Guy Cumbie is a CFP-designated registered investment advisor at Rhodes Investment Advisors, INC., based in Fort Worth, TX, with 43 years of industry experience. Guy is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 805 clients with $420M 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 for amounts over $1,000,000 are negotiable. The firm notes that these fees may exceed the industry norm.
Fee Estimator
Location
306 West 7th Street, Suite 1000, Fort Worth, TX, 76012
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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
Guy is an insurance agent representing several companies and the proprietor of Bar C Bar Ranch, dedicating about 10-20% of his time to the ranch. He is also an independent contractor and registered representative of Rhodes Securities, spending nearly full-time hours at Cumbie Investment Advisory Services, Inc.
Employment History
Current Registrations
Rhodes Investment Advisors, INC.
Cumbie Advisory Services, INC
Rhodes Securities, INC.Broker
Previous Registrations
Rhodes Investment Advisors, INC.
Cumbie Advisory Services, INC
Simmons-Green Financial Services, INC.Broker
State Registrations15 states
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.
Exams
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