John Rubottom is a CFP-designated registered investment advisor at Alongside, LLC, based in Irving, TX, with 23 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 2,122 clients with $880M 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 | 1.65% |
Maximum advisory fee of 1.65%. Fees are negotiable and may vary based on account size, portfolio complexity, and level of activity.
Fee Estimator
Location
105 Decker Court Suite 730, Irving, TX, 75062
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
John sells fixed insurance products, dedicating about 10% of his time to this activity. He also co-owns and manages several LLCs involved in securities, investment advisory, insurance, real estate, and oil and gas investments, spending minimal time on each.
Employment History
Current Registrations
Alongside, LLC
Cottonwood Capital Advisors
Previous Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Prospera Financial Services, INC.Broker
Prospera Financial Services, INC.
Morgan Stanley
Morgan StanleyBroker
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
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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