Robert Bruce Reay

CFP

Adams Wealth Advisors

7 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth

Adams Wealth Advisors

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

9 advisors

Number of Clients

717 clients

Average Client Portfolio

$989K average

Assets Under Management

$709.1M

Fee Structure

Minimum Investment:$500K

Financial Planning:Included in AUM fee

Location

701 S Main, Suite #400, Logan, UT, 84321

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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.

Other Business Activities

Robert is an adjunct professor at The American College of Financial Services, teaching an online course on personal financial planning. This takes a few hours per week and is not investment-related.