Robert Fugate
Robert Fugate is a CFP, ChFC-designated registered investment advisor at Blue Ridge Wealth Planners, based in Knoxville, TN, with 27 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, High Net Worth, Insurance Planning, Retirement Planning. Their firm serves 723 clients with $280M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Blue Ridge Wealth Planners manages investments through AE Wealth Management, charging a fee based on the amount of your portfolio. The exact fee is negotiable, but the maximum is 2% per year. This fee covers the costs of sub-advisors or third-party investment advisors. The fee is typically deducted monthly from your account. Blue Ridge Wealth Planners may receive preferential pricing from AE Wealth Management based on the total assets managed on the platform.
Location
9725 Cogdill Road, Suite 101, Knoxville, TN, 37932
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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
Robert is the President and Owner of Seven Islands Consulting Group, LLC, dedicating a few hours per week to marketing for Blue Ridge Wealth Planners. He is also a Managing Member of Retirement Financial Solutions LLC, spending nearly full-time evaluating prospects and managing strategies, and a Member/Owner of Cogdill One, LLC, spending a few hours per week managing real estate. Finally, Robert is a Notary Public, spending minimal time on this activity.
Employment History
Current Registrations
Blue Ridge Wealth Planners
Previous Registrations
Madison Avenue Securities, LLCBroker
G.F. Investment Services, LLCBroker
Global Financial Private Capital, LLC
Kalos Management
Kalos Capital, INC.Broker
Spc
Sammons Securities Company, LLCBroker
Sunset Financial Services, INC.Broker
American General Securities IncorporatedBroker
Franklin Financial Services CorporationBroker
State Registrations4 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.