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Robert Thigpen

Cyndeo Wealth Partners
11 Years of Experience
St. Petersburg, FL
Sells Insurance
View SEC Summary
View SEC Summary

Robert Thigpen is a registered investment advisor at Cyndeo Wealth Partners, based in St. Petersburg, FL, with 11 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Estate Planning, High Net Worth, and 4 more. Their firm serves 1,225 clients with $3.2B in assets under management.

Cyndeo Wealth Partners
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
20 advisors
Number of Clients
1,225 clients
Average Client Portfolio
$2.6M average
Assets Under Management
$3.2B

Fee Structure

Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Annual fees range from 0.30% to 2.00% depending on asset value, complexity, and administration level. Fees are negotiable and billed quarterly in advance.

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

Location

300 1st Avenue South, 3rd Floor, St. Petersburg, FL, 33701

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History

Regulatory History
Clean regulatory record

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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Other Business ActivitiesSells Insurance

Robert is an independent licensed insurance agent since 2015, selling life insurance. He is also a manager/admin officer for Robert Thomas Thigpen, LLC, which owns agricultural farmland, dedicating minimal time to this non-investment related activity.

Employment History
Current Registrations
Cyndeo Wealth Partners
September 2021 - Present · 5 yrs 1 mo
Previous Registrations
J. W. Cole Advisors, INC.
April 2019 - September 2021 · 2 yrs 5 mos
J.W. Cole Financial, INC.Broker
November 2014 - September 2021 · 6 yrs 10 mos
State Registrations1 state
FL
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.
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