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Robert Huish

Advisor at Cetera

Updated today

Location

Flemington, MO

Credentials

Series 63, Series 65

Industry experience

27 years

About

Robert Huish is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior roles include positions at First Financial Equity Corporation and Muhlenfeld & Huish. Outside of advisory work, he owns Huish Ranch, a farm where neighbors harvest and sell hay and where farm animals are kept. Cetera Investment Advisers serves individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management and fiduciary solutions, combining advisor-managed accounts, model portfolios, and third-party managed options.

Client services

Based on Cetera

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Cetera

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy

Occupation focus

Based on Cetera

Founder/Business Owner Executive Retired

Demographic focus

Based on Cetera

HENRY (High Earners, Not Rich Yet) Approaching retirement

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Fee options

Fixed

Flat fees for financial planning and consulting negotiated with client

Percentage

$0 - $250,000: Up to 2.75% $250,001 - $500,000: Up to 2.50% $500,001 - $750,000: Up to 2.00% $750,001 - $1,000,000: Up to 1.75% $1,000,001 - $2,000,000: Up to 1.50% $2,000,001 - $5,000,000: Up to 1.25% $5,000,001+: As low as 0.75% (varies by program)

Project-based

Hourly consulting and financial planning rates negotiated with client

Other

Account minimum: $5,000 Minimum fee: Minimum program fees ranging from $99 to $199 annually depending on program Fee-only: Flat or hourly fees for financial planning and consulting services, negotiated case-by-case

Location

Flemington, MO

Most active in

Arizona · Missouri · Texas

Work history

Cetera

2024 - Present (2 years)

Huish Wealth Management Llc

2021 - Present (5 years)

Cetera Advisors LLC

2021 - Present (5 years)

First Financial Equity Corporation

2009 - 2021 (12 years)

Muhlenfeld & Huish

1999 - 2021 (22 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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