Rhodes Investment Advisors, Inc.

Rhodes Investment Advisors, Inc. (CRD# 114245) is a financial advisory firm headquartered in Fort Worth, TX. They manage $172,732,842 in 465 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    173
    MILLION
  • Total Number of Accounts
    465
    ACCOUNTS
  • Average Account Value
    $371,468
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

KS, LA, NM, OK, SC, TX

Financial Advisors at Rhodes Investment Advisors, Inc.
Showing 1 - 10 of 14 top financial advisors.
1
Guy M. Cumbie
CRD#: 1163074
306 West 7th Street, Suite 1000, Fort Worth, TX 76012
96
Wealthminder
score

Guy Cumbie (CRD# 1163074) is an Investment Advisor Representative working at Rhodes Investment Advisors, Inc. in Fort Worth, TX and has over 33 years of experience in the finance industry. Guy Cumbie has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Jean S. Frie
CRD#: 1233714
306 West 7th Street, Suite 1000, Fort Worth, TX 76102
96
Wealthminder
score

Jean Frie (CRD# 1233714) is an Investment Advisor Representative working at Rhodes Investment Advisors, Inc. in Fort Worth, TX and has over 32 years of experience in the finance industry. Jean Frie has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Frederich H. Barber
CRD#: 1426678
306 West 7th Street, Suite 1000, Fort Worth, TX 76102
93
Wealthminder
score

Frederich Barber (CRD# 1426678) is an Investment Advisor Representative working at Rhodes Investment Advisors, Inc. in Fort Worth, TX and has over 30 years of experience in the finance industry.

4
David A. Burgess
CRD#: 1306472
306 West 7th Street, Suite 1000, Fort Worth, TX 76012
93
Wealthminder
score

David Burgess (CRD# 1306472) is an Investment Advisor Representative working at Rhodes Investment Advisors, Inc. in Fort Worth, TX and has over 32 years of experience in the finance industry.

5
Tricia Carter-Haber
CRD#: 4871386
4388 West Vickery Blvd #200, Fort Worth, TX 76107
93
Wealthminder
score

Tricia Carter-Haber (CRD# 4871386) is an Investment Advisor Representative working at Rhodes Investment Advisors, Inc. in Fort Worth, TX and has over 11 years of experience in the finance industry.

6
James D. Palmer
CRD#: 2369773
306 West 7th Street, Suite 1000, Fort Worth, TX 76102
93
Wealthminder
score

James Palmer (CRD# 2369773) is an Investment Advisor Representative working at Rhodes Investment Advisors, Inc. in Fort Worth, TX and has over 19 years of experience in the finance industry.

7
Olin B. Ragsdale
CRD#: 1042520
1701 River Run, Ste 1021, Fort Worth, TX 76107
93
Wealthminder
score

Olin Ragsdale (CRD# 1042520) is an Investment Advisor Representative working at Rhodes Investment Advisors, Inc. in Fort Worth, TX and has over 31 years of experience in the finance industry.

8
J. G. Rhodes
CRD#: 4763582
306 West 7th Street, Suite 1000, Fort Worth, TX 76102
93
Wealthminder
score

J. Rhodes (CRD# 4763582) is an Investment Advisor Representative working at Rhodes Investment Advisors, Inc. in Fort Worth, TX and has over 12 years of experience in the finance industry.

9
Craig S. Wade
CRD#: 1097507
306 West 7th Street, Suite 1000, Fort Worth, TX 76102
93
Wealthminder
score

Craig Wade (CRD# 1097507) is an Investment Advisor Representative working at Rhodes Investment Advisors, Inc. in Fort Worth, TX and has over 33 years of experience in the finance industry.

10
Francis E. Whitfield
CRD#: 1661391
306 West 7th Street, Suite 1000, Fort Worth, TX 76102
93
Wealthminder
score

Francis Whitfield (CRD# 1661391) is an Investment Advisor Representative working at Rhodes Investment Advisors, Inc. in Fort Worth, TX and has over 29 years of experience in the finance industry.

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