Robert Siddoway is a CFP-designated registered investment advisor at Tetrant Financial, based in Gilbert, AZ, with 14 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 1 more. Their firm serves 39 clients with $4.5M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Tetrant Financial charges a flat rate of 0.75% per year on all managed accounts. In addition to Tetrant's fee, each custodian charges its own fees to cover operating and management costs. These custodian fees are: SEI (1.03%-1.04%), Betterment (0.25%), and American Funds (0.31%-0.95%).
Location
3303 E Baseline Rd, Ste 112, Gilbert, AZ, 85234
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Robert conducts business related to estate and financial planning/wealth management through Tetrant LLC. These activities include estate planning, brokering insurance (life, health, disability, home, and auto), brokering investments, and consulting or philanthropic activities.
Employment History
Current Registrations
Tetrant Financial
Previous Registrations
Hornor, Townsend & Kent, INC.
State Registrations1 state
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