Roderick Roberts is a registered investment advisor at Finance.vet LLC, based in Celina, TX. Roderick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Federal Employees, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Subject to a $500 annual minimum fee. If the Multi-Asset Maximum Income model is assigned, an additional model-manager fee of 0.15% per year applies. Fees and account minimums may be waived through eligible partner-funded arrangements.
Fee Estimator
Location
Celina, TX
Get directionsHistory
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
Finance.vet LLC
State Registrations1 state
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
More Advisors
- Lindsay Jones, CFPAmeriprise Financial Services, LLC
- Paul O'leary, ChFCOsaic Wealth, INC.
- Erik Baas, CFA&partners
- Tammie Walker, CFPAmeriprise Financial Services, LLC
- Toby Peters, ChFCLPL Financial LLC
- Molly Laughter, CFA, CFPLaughter Financial