Advisor at Prudent Money Financial Services
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Firm
Prudent Money Financial Services
Location
Addison, TX 75001
Credentials
Series 63
Industry experience
33 years
Robert Brooks is a financial advisor with Prudent Money Financial Services in Addison, TX, holding a Series 63 designation and 33 years of industry experience. He previously worked at Purshe Kaplan Sterling Investments for 12 years and has operated Rp Brooks Financial, Inc. since 2000. Brooks is also an author, selling a book through his own publishing business. Prudent Money Financial Services provides fee-based investment management and personal financial planning primarily for individuals, as well as pension and profit-sharing plans, trusts, estates, and institutional clients. The firm employs an actively managed, contrarian investment approach using strategic and tactical asset allocation, trend analysis, and diversification, and offers public education through a radio program, seminars, and a nonprofit foundation.
Based on Prudent Money Financial Services
Based on Prudent Money Financial Services
$50,000 - $500,000: 1.50% $500,000 - $1,000,000: 1.00% $1,000,000 - $1,999,999: 0.85% $2,000,000 - $2,999,999: 0.70% $3,000,000+: Negotiable
Commissions may be earned on insurance products recommended through affiliated persons; PMFS does not share in brokerage or transaction fees
Up to $200 per hour for financial planning services; $60 per hour for back-office and administrative services
Account minimum: $50,000 Minimum fee: $200 one-time portfolio management and consultation fee Fee-only: Hourly planning fees up to $200/hour for advisory services; reduced rate $60/hour for administrative services
16633 Dallas Parkway, Suite 275
Addison, TX 75001
Texas
Purshe Kaplan Sterling Investments
2004 - 2016 (12 years)
Rp Brooks Financial, Inc.
2000 - Present (26 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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