Robert
Thomas

Grunden Financial Advisory, Inc

CRD#7920160
Investment Advisor
in Denton, TX

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About this Advisor

Robert Thomas is a financial advisor based in Denton, Texas, working with Grunden Financial Advisory, Inc. Robert has previously held positions at Grunden Financial Advisory, Inc, Denton Independent School District, Van Independent School District, and Alba-Golden Independent School District. Robert is registered to provide services in Texas. Currently, Robert is part of Grunden Financial Advisory, Inc, which operates out of Denton, Texas. The firm has 6 employees and manages assets totaling $364.9 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Grunden Financial Advisory, Inc includes asset-based and fixed fees.

Certifications and Registrations

CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

515 South Carroll Blvd
Denton, TX 76201

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Grunden Financial Advisory, Inc Brokerage Details

Total Assets Under Management

$364,915,321

TX Average: $3,042,739,679
Total Number of Employees

6

TX Average: 49
Total Number of Accounts

833

TX Average: 2,315
Average Account Size

$438,074

TX Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Robert Thomas Work History

2022 - Present (3 years)

Grunden Financial Advisory, Inc

2018 - 2022 (4 years)

Denton Independent School District

2015 - 2018 (3 years)

Van Independent School District

2013 - 2015 (2 years)

Alba-Golden Independent School District

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Disclosures

Please visit the SEC profile of Robert Thomas 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 Grunden Financial Advisory, Inc

Susannah Thomas
Denton, TX
Robert Thomas
Denton, TX
David Ragan
Denton, TX
Ricky Grunden
Denton, TX

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

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