Ronald Rhoades is a CFP-designated registered investment advisor at Xypn Sapphire, based in Bowling Green, KY, with 23 years of industry experience. Ronald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Socially Responsible Investing. Their firm serves 796 clients with $1.3B 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 $5.0M | 0.35% |
| $5.0M - $25.0M | 0.30% |
| $25M+ | 0.25% |
Fees apply to clients of advisors who are current members of XY Planning Network. Members who terminate their network membership experience a 0.05% fee increase. Fees may be negotiable based on anticipated future asset growth and account composition.
Fee Estimator
Contact
Ronald Rhoades
Location
Bowling Green, KY
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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.
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Ronald is a full-time Associate Professor and Director for the Personal Financial Planning Program at Western Kentucky University since 2015. He also operates a law firm, provides educational content as a writer and speaker, and serves on fiduciary standard committees, dedicating about 10-20% of his time to writing and speaking.
Employment History
Current Registrations
Xypn Sapphire
Previous Registrations
Scholar Financial, LLC
Argi Investment Services, LLC
Scholar Financial
Garrett Investment Advisors, LLC
Scholarfi INC.
Jcm Advisors of Crystal River, LLC
Joseph Financial of Smithtown, LLC
Creative Capital Fiduciaries, LLC
Joseph Capital Management, LLC
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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