Robert Thomas
Robert Thomas is a registered investment advisor at Ashworth Wealth, LLC, based in South Jordan, UT, with 29 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 300 clients with $380M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ashworth Wealth does not directly manage your investments. Instead, they recommend third-party money managers who will manage your portfolio. The total annual advisory fee will not exceed 2.00%, a portion of which is paid to Ashworth Wealth by the third-party manager. Ashworth Wealth's portion will never be more than 1.25% per year. The exact fee and billing cycle will be detailed in the agreement with the third-party manager.
Location
897 W Baxter Dr, South Jordan, UT, 84095
Get directionsHistory
Regulatory History (1)
Judgment / Lien
March 2008Other Business ActivitiesSells Insurance
Robert is a principal at Ashworth Wealth, LLC and Ashworth Financial Advisors, LLC, spending nearly full-time and about a quarter of his time, respectively, on investment advisory and financial planning. He also markets fixed life products through RST Consulting, Inc., which was set up for accounting purposes, and manages business expenses for Ashworth Management, LLC, dedicating minimal time to each.
Employment History
Current Registrations
Ashworth Wealth, LLC
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Stone Hill Advisory Services INC.
Signator Investors, INC.Broker
John Hancock Mutual Life Insurance CompanyBroker
State Registrations21 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.