Todd Rabalais
Todd Rabalais is a registered investment advisor at Kpc Financial Solutions, LLC, based in Dallas, TX, with 17 years of industry experience. Todd operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 775 clients with $76M 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 $500K | 1.55% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.45% |
| $2.0M - $3.0M | 1.40% |
| $3M+ | 1.35% |
Fees are generally negotiable.
Fee Estimator
Location
5001 Spring Valley Road, Suite 1060E, Dallas, TX, 75244
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
Todd works as an insurance salesperson, selling life, accident, and health insurance through appointments with various insurance companies since 2006. The time commitment varies.
Employment History
Current Registrations
Kpc Financial Solutions, LLC
Previous Registrations
Kpc Financial Solutions, LLC
Ae Wealth Management, LLC
Total Advisor Network, LLC
Puritan Wealth Management Group
Puritan Wealth Management Group
State Registrations1 state
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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