Robert Fugate
Robert Fugate is a CFP, ChFC-designated registered investment advisor at Blue Ridge Wealth Planners, based in Knoxville, TN, with 28 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 798 clients with $360M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Maximum annual advisory fee is up to 2% of total assets under management. Fees are negotiable at the firm's sole discretion.
Fee Estimator
Location
9725 Cogdill Road, Suite 101, Knoxville, TN, 37932
Get directionsHistory
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.
Exams
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