Robert Messett
Robert Messett is a registered investment advisor at Commonwealth Financial Network, based in Flower Mound, TX, with 27 years of industry experience. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 399,450 clients with $210B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Commonwealth Financial Network offers investment management through various programs like PPS Custom, PPS Select, and PPS Direct. Fees are generally calculated as a percentage of your portfolio, including cash and money market positions. The exact fees vary depending on the specific program and the agreement between you and your advisor.
Commonwealth generally offers two types of fee schedules: blended and breakpoint. With a blended schedule, different portions of your portfolio are charged at different rates. With a breakpoint schedule, the fee rate declines as your portfolio value reaches certain levels. All fees are negotiable between the advisor and client.
Location
1013 Long Prairie Road, Suite 102, Flower Mound, TX, 75022
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
March 2011Other Business ActivitiesSells Insurance
Robert sells fixed insurance under Messett Financial, LLC, and owns the entity which operates securities, advisory, and insurance businesses. Both activities are investment-related and conducted from a branch location.
Employment History
Current Registrations
Commonwealth Financial NetworkBroker
Commonwealth Financial Network
Previous Registrations
Wfg Investments, INC.Broker
Wfg Advisors, LP
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Transamerica Financial Resources, INC.Broker
State Registrations16 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.