Jon Reppert
Jon Reppert is a CFP-designated registered investment advisor at Spectrum Advisors, INC., based in Plano, TX, with 39 years of industry experience. Jon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 340 clients with $150M 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 $1.0M | 1.20% |
| $1.0M - $3.0M | 1.05% |
| $3.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $25.0M | 0.60% |
| $25M+ | 0.50% |
Fees are negotiable based on the size of the account, length of time with us and other factors. The same fee schedule applies for providing investment advice on qualified retirement plans. Maximum annual fee of 1.20%.
Fee Estimator
Location
2805 Dallas Parkway, Ste 200, Plano, TX, 75093
Get directionsHistory
Regulatory History (1)
Regulatory
February 1999Other Business ActivitiesSells Insurance
Jon is a senior partner and sole owner of Spectrum Advisors, providing financial planning services including insurance products and investments since 1983, dedicating full-time hours. He is also an insurance agent with Advisors Excel since 2017, spending about a quarter of his time on insurance sales.
Employment History
Current Registrations
Spectrum Advisors, INC.
Previous Registrations
Madison Avenue Securities, LLCBroker
Kalos Capital, INC.Broker
Kalos Capital, INC.Broker
Spectrum Strategies, L.L.C.
MML Investors Services, INC.Broker
MML Investors Services, INC.
Southmark Financial Services, INC.Broker
Protective Equity Services, 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.