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Ronda Faggart

24 Years of Experience
High Point, NC
Broker

Ronda Faggart is a registered investment advisor at Edward Jones, based in High Point, NC, with 24 years of industry experience. Ronda operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning, Tax Planning. Their firm serves 3,743,795 clients with $820B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
22714 advisors
IM Fee
Planning only
Assets Under Management
$825.0B

Fee Structure

Minimum Investment:$250K

Edward Jones offers an Ongoing Financial Planning Service for a maximum fee of $3,600 per year. This includes a financial plan and periodic updates, generally at least once per year, based on consultations with your financial advisor. You can discuss and revise your plan as needed. The fee may be paid in quarterly installments. To be eligible, you must have at least $250,000 enrolled in one or more Edward Jones Advisory Programs.

Edward Jones offers a Point in Time Financial Planning Service for which they do not currently charge a separate fee, but reserve the right to do so in the future. This service includes consultations with your financial advisor who will analyze your situation and provide a personalized financial plan.

Annual Retainer:Up to $3,600/year
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Location

3750 Admiral Dr, Suite 103, High Point, NC, 27265-1555

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Ronda is an owner member of 733 Flower Manor, LLC, a limited liability company, since August 2023. She spends minimal time maintaining the property.

Employment History
Current Registrations
Edward Jones
September 2016 - Present · 9 yrs 8 mos
Edward JonesBroker
July 2016 - Present · 9 yrs 10 mos
Previous Registrations
Intercarolina Financial Services, INC.Broker
December 2005 - July 2016 · 10 yrs 7 mos
1st Global Capital CORP.Broker
February 2001 - September 2004 · 3 yrs 7 mos
Jefferson Pilot Securities CorporationBroker
May 2000 - December 2000 · 7 mos
State Registrations15 states
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AdvisorBrokerBoth

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
No exam information available for this advisor.
Ronda Faggart - Financial Advisor | TrueAdvisor