Robert
Fugate
Blue Ridge Wealth Planners
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About this Advisor
Robert Fugate is a certified financial planner and chartered financial consultant who works out of Knoxville, Tennessee with a total of 7 years of industry experience. Fugate works at Blue Ridge Wealth Planners. During their career, Fugate has held roles at Gf Investment Services, LLC, Global Financial Private Capital, LLC, Senior Financial Solutions, Retirement Financial Solutions D/B/A Blue Ridge Wealth Planners and Madison Avenue Securities, LLC. Fugate maintains Series 63, Series 65 and Series 66 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to serve investors in Florida, Georgia, Tennessee and Texas. Blue Ridge Wealth Planners is a financial advisory business operating out of Knoxville, TN. The investment advisory business has a total of 22 employees. It administers $149 million in assets under management between its 1,718 client accounts, placing it among the mid-sized investment advisory firms in the country by assets under management. Of its 1,718 customer accounts, just 2% are held by high-net-worth individuals who have greater than $1 million in investable assets. Blue Ridge Wealth Planners performs a broad assortment of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters and educational seminars. Financial advisory fee schedules typically are based on which service is provided. Fees charged by Blue Ridge Wealth Planners likely are comprised of asset-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Blue Ridge Wealth Planners Brokerage Details
$149,449,258
22
1,718
$86,990
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Robert Fugate Work History
Robert has been registered as a financial advisor for 7 years.*
Madison Avenue Securities, LLC
Retirement Financial Solutions D/B/A Blue Ridge Wealth Planners
Retirement Financial Solutions D/B/A Blue Ridge Wealth Planners
Gf Investment Services, LLC
Global Financial Private Capital, LLC
Senior Financial Solutions
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Robert Fugate to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Blue Ridge Wealth Planners
Knoxville, TN
Knoxville, TN
Knoxville, TN
Knoxville, TN
Knoxville, TN
Knoxville, TN
Knoxville, TN
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
