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Ronald Powell

Advisor at Cetera

Updated today

Location

Henderson, TX 75652

Credentials

CFP®, Series 63, Series 65, Series 66

Industry experience

29 years

About

Ronald Powell is a CFP® professional with 29 years of industry experience. He is currently with Cetera and also serves as a senior wealth advisor for Vera Bank, focusing on business development and relationship management. His prior experience includes roles at Wells Fargo and Northern Trust Bank. 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, financial planning, and fiduciary services, combining retirement and institutional capabilities with a broad advisory platform.

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

101 E Main Street

Henderson, TX 75652

Most active in

Texas

Work history

Cetera

2023 - Present (3 years)

Verabank

2023 - Present (3 years)

Cetera Investment Services Llc

2023 - Present (3 years)

Wells Fargo Bank

2019 - 2023 (4 years)

Wells Fargo Clearing Services

2019 - 2023 (4 years)

Unemployed

2019 - 2019 (1 year)

Northern Trust Bank

2009 - 2019 (10 years)

Northern Trust Securities, Inc.

2006 - 2019 (13 years)

Disclosures

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

Business activities & affiliations

user avatar

Shane A

Series 63, Series 65

Henderson, TX

Momentum Independent Network Inc.

Shane Abernathy is a financial advisor with Momentum Independent Network Inc. in Henderson, TX, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He previously worked at Hilltop Securities Independent Network Inc., Ameriprise Financial Services, Inc., and Investment Professionals, Inc. Momentum Independent Network serves individual, high-net-worth, charitable, corporate, institutional, and banking/thrift clients through advisory and brokerage relationships, offering investment advisory programs, managed accounts, financial planning, and retirement plan consulting. The firm employs a platform model utilizing third-party managers and Envestnet for model delivery and account management, with notable integration with Hilltop affiliates for municipal bond strategies and cash management features.

Tax-loss harvesting Wealth management Retirement income strategy Private / alternative investments Founder/Business Owner Retired Executive
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Jonathan B

Series 63

Henderson, TX

Jaffe Tilchin Investment Partners, LLC

Jonathan Best is a financial advisor with Jaffe Tilchin Investment Partners, LLC, holding a Series 63 designation and over 33 years of industry experience. His prior roles include positions at Raymond James Financial Services and Parkway Wealth Management Group. Outside of advisory work, he owns BFG Global, Inc. and operates Jon Best Farms, an agricultural business. Jaffe Tilchin Investment Partners serves individual and institutional clients by providing portfolio management, financial planning, and institutional consulting. The firm employs a range of investment strategies, including fundamental and technical analysis, and manages discretionary and non-discretionary accounts, with notable involvement in private fund advisory and related operational services.

Private / alternative investments Options & derivatives strategies Tax-loss harvesting Founder/Business Owner Retired

Jeb H

Series 63, Series 66

Henderson, TX

Edward Jones

Jeb Howard is a financial advisor with Edward Jones in Henderson, TX, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Edward Jones since 1999. Outside of his advisory role, he is a 25% owner of Barnhardt Creek Properties, a partnership based in Henderson. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm offers a broad range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.

General retirement planning Retired Founder/Business Owner Executive
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Laney A

Series 66

Henderson, TX

Edward Jones

Laney Arrington is a financial advisor at Edward Jones with a Series 66 designation and two years of experience. Prior to joining Edward Jones, Laney worked in the restaurant industry and education. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar

Charles H

CFP®, Series 66

Henderson, TX

Edward Jones

Charles Hutto Jr. is a financial advisor at Edward Jones with 14 years of industry experience. He holds the CFP® designation and Series 66 license and has been with Edward Jones since 2011. Outside of his advisory work, he is involved in music as a live performer and songwriter. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of discretionary and non-discretionary investment solutions supported by a nationwide network of more than 23,000 advisors.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar

Adam D

CFP®, ChFC®, Series 66

Henderson, TX

LPL Financial

Adam Duey is a CFP® and ChFC® with 26 years of industry experience, currently serving as a financial advisor at LPL Financial since 2025. Prior to joining LPL, he worked at Next Financial Group, INC for 17 years. Outside of his advisory role, he owns and operates two agricultural businesses, Graze Cattle Company, LLC and Arden Jack Ranch. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a wide range of investment solutions supported by an in-house Research team, combining large-scale advisory operations with various product offerings such as insurance and annuities.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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