Advisor at M.C. Byrd Wealth Management, LLC
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
M.C. Byrd Wealth Management, LLC
Location
Bellville, TX 77418
Credentials
Series 65
Industry experience
7 years
Fixed fee financial plan starting at $1,000, negotiable depending on level and scope.
Up to 1.5% annually (negotiable fee, not to exceed 1.5%)
Certain IARs licensed to sell insurance products receive commissions; clients are not obligated to purchase.
Financial planning services at $250 per hour, negotiable based on complexity.
Fee-only: Fee-only basis for third-party asset managers, not to exceed 1.5% of assets under management annually.
M C Byrd Wealth Management, LLC
2016 - Present (10 years)
Rainbow Litho
2010 - 2016 (6 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Series 66
Hempstead, TX
Edward Jones
Series 66
Sealy, TX
Edward Jones
Series 66
Bellville, TX
Edward Jones
CFP®, Series 66
New Ulm, TX
Fidelity
Rick Fogle is a Planning Consultant at Fidelity Investments, where he provides financial planning support to clients and their families as part of the Wealth Management Teams. He has been with Fidelity Investments since 2015, progressing through roles including Financial Representative from 2015 to 2019 and Relationship Manager from 2019 to 2022 before assuming his current position in 2022. Throughout his tenure at Fidelity Investments, Rick has gained experience in client relationship management and financial planning, supporting a diverse range of client needs. His professional background reflects a continuous commitment to assisting clients in managing their financial objectives.
Series 66
Sealy, TX
Edward Jones
ChFC®, Series 63
Bellville, TX
M.C. Byrd Wealth Management, LLC
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