TrueAdvisor
TrueAdvisor
RK
CFP
RK
CFP

Ronald Kudlacek

Cetera Planning Partners
22 Years of Experience
Cypress, TX
1 Disclosure
View SEC Summary
View SEC Summary

Ronald Kudlacek is a CFP-designated registered investment advisor at Cetera Planning Partners, based in Cypress, TX, with 22 years of industry experience. Ronald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 4,849 clients with $4.2B in assets under management.

Cetera Planning Partners
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
71 advisors
Number of Clients
4,849 clients
Average Client Portfolio
$859K average
Assets Under Management
$4.2B

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.65%

Maximum advisor fee is up to 1.65%. Additional administrative, strategist, and optional service fees of up to 0.05%, 0.90%, and 0.40% respectively may apply depending on portfolio selections.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

20467 Cypresswood Drive, Suite B, Cypress, TX, 77433

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
February 2014
Settled
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Ronald is an associate/employee at Core+ Financial Strategies, LLC, Plains Tax Strategies, and Plains Wealth Management, and spends about half his time at each. He is also a partner in Idiom Ventures LP/Alron LLC, investing in real estate, and an officer and director at Plains State Bank, dedicating minimal time to each.

Employment History
Current Registrations
Cetera Planning Partners
December 2025 - Present · 10 mos
Previous Registrations
Raymond James Financial Services, INC.Broker
August 2023 - December 2025 · 2 yrs 4 mos
Raymond James Financial Services Advisors, INC
August 2023 - December 2025 · 2 yrs 4 mos
Avantax Investment Services, INC.Broker
October 2018 - September 2023 · 4 yrs 11 mos
Avantax Advisory Services
October 2018 - September 2023 · 4 yrs 11 mos
Vsr Advisory Services
October 2016 - November 2016 · 1 mo
Summit Financial Group INC
September 2016 - November 2018 · 2 yrs 2 mos
Summit Brokerage Services, INC.Broker
September 2016 - November 2018 · 2 yrs 2 mos
Vsr Financial Services, INC.Broker
December 2010 - November 2016 · 5 yrs 11 mos
Vsr Advisory Services
December 2010 - September 2016 · 5 yrs 9 mos
LPL Financial Corporation
January 2004 - January 2011 · 7 yrs
LPL Financial CorporationBroker
January 2004 - January 2011 · 7 yrs
State Registrations1 state
TX
Advisor

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.
More Advisors
More financial advisors in Cypress, TX →All financial advisors in Texas →