Advisor at Tencap Wealth Coaching
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Tencap Wealth Coaching
Location
South Jordan, UT 84095
Credentials
Series 63, Series 65
Industry experience
11 years
Robert Galeria is a financial advisor with Tencap Wealth Coaching, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He is also the managing member and owner of Oakstead Infusion Pharmacy and Oakstead Infusion Pharmacy of Eastern Idaho LLC. Additionally, he works as an independent insurance agent. Tencap Wealth Coaching provides discretionary portfolio management, comprehensive financial planning, and consulting services to individuals, high-net-worth clients, and retirement plan sponsors. The firm offers tailored asset management and ongoing retirement plan consulting, operating from multiple offices with formal affiliations to other advisory and insurance entities.
Based on Tencap Wealth Coaching
Based on Tencap Wealth Coaching
Financial planning fees up to $10,000, negotiable and based on complexity.
$0 - $500,000: 1.15% $500,000 - $1,000,000: 1.05% $1,000,000 - $4,000,000: 0.75% $4,000,000+: 0.50%
Independent insurance agents affiliated with the firm may earn commissions for insurance products in addition to advisory fees.
Account minimum: $300,000
1314 West 11400 South, Suite 201
South Jordan, UT 84095
Utah
Oakstead Infusion Pharmacy of Eastern Idaho LLC
2021 - Present (5 years)
Oakstead Infusion Pharmacy
2015 - Present (11 years)
Tencap Wealth Coaching, Llc
2014 - Present (12 years)
INDEPENDENT INSURANCE AGENT
2013 - Present (13 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.
Lawyer
They provide legal services, typically billed separately.
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.
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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