Robert Moses
Robert Moses is a ChFC-designated registered investment advisor at Beacon Financial Group, based in Dallas, TX, with 57 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 748 clients with $1.1B 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 $1000K | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.90% |
| $5.0M - $7.0M | 0.80% |
| $7.0M - $9.0M | 0.70% |
| $9.0M - $10.0M | 0.60% |
| $10M+ | 0.60% |
Fees negotiable for accounts over $10,000,000. If a Client utilizes Independent Managers, the fees charged may be more or less than set out above as each manager determines their own fees. The Firm will receive its standard fee on top of the fee paid to the Independent Manager.
Fee Estimator
Location
17300 Preston Rd, Suite 120, C/O Melissa Wheeler, Dallas, TX, 75252-5654
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 owns TPG Financial, Inc. and dedicates about half his time to it. He also engages in registered rep and investment advisory activities through Beacon Retirement Financial Services, Inc. and Kestra Advisory Services, LLC, and is an advisor rep at Beacon Financial Group, which involves insurance activities.
Employment History
Current Registrations
Beacon Financial Group
Kestra Investment Services, LLC
Kestra Investment Services, LLCBroker
Previous Registrations
Kestra Advisory Services, LLC
NFP Advisor Services, LLC
Fortis Investors, INC.Broker
Berkshire Equity Sales, INC.Broker
Lowry Financial Services CorporationBroker
Balanced Financial Securities CorporationBroker
Berkshire Equity Sales, INC.Broker
John Hancock Mutual Life Insurance CompanyBroker
John Hancock Distributors, INC.Broker
State Registrations14 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.