Chad Rudy is a CFP-designated registered investment advisor at Retirement Investment Advisors INC, based in Frisco, TX, with 16 years of industry experience. Chad operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Divorce Planning, Education Planning, Estate Planning, and 5 more. Their firm serves 1,431 clients with $1.5B 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 $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.95% |
| $3.0M - $4.0M | 0.90% |
| $4.0M - $5.0M | 0.85% |
| $5.0M - $7.0M | 0.80% |
| $7.0M - $9.0M | 0.75% |
| $9.0M - $11.0M | 0.70% |
| $11.0M - $13.0M | 0.65% |
| $13.0M - $16.0M | 0.60% |
| $16M+ | 0.57% |
Subject to a minimum annual fee of $1,500. Fees may be negotiated or waived based on specific client circumstances.
Fee Estimator
Contact
Chad Rudy
Location
9300 John Hickman Pkwy, Suite 504, Frisco, TX, 75035
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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 →Employment History
Current Registrations
Retirement Investment Advisors INC
State Registrations2 states
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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