Ronald Rhoades is a CFP-designated registered investment advisor at Xypn Invest, based in Bozeman, MT, with 23 years of industry experience. Ronald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 3 more. Their firm serves 705 clients with $880M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
XY Investment Solutions offers investment management services for a fee based on a percentage of your portfolio. The fee can be up to 1.5% per year. The specific fee is negotiable and detailed in your investment advisory agreement.
Contact
Ronald Rhoades
Location
24 E. Main Street, Bozeman, MT, 59715
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Ronald is a full-time Associate Professor and Director for the Personal Financial Planning Program at Western Kentucky University since 2015. He also operates a law firm, provides educational content as a writer and speaker, and serves on fiduciary standard committees, dedicating about 10-20% of his time to writing and speaking.
Employment History
Current Registrations
Xypn Invest
Previous Registrations
Scholar Financial, LLC
Argi Investment Services, LLC
Scholar Financial
Garrett Investment Advisors, LLC
Scholarfi INC.
Jcm Advisors of Crystal River, LLC
Joseph Financial of Smithtown, LLC
Creative Capital Fiduciaries, LLC
Joseph Capital Management, LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
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