Robert Delucas is a CFP-designated registered investment advisor at Afton Advisors, LLC, based in Brentwood, TN, with 18 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 177 clients with $110M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Afton Advisors offers a combined financial planning and investment management service for an annual fee of $8,000, paid quarterly. This fee may be reduced if Afton Advisors does not directly manage the client's account. Clients using outside managers will pay a separate fee to the outside manager, in addition to Afton Advisors' fee.
Contact
Robert Delucas
Location
Brentwood, TN
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Afton Advisors, LLC
Previous Registrations
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations3 states
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.
Exams
Additional Information
An analytical thinker, I bring an innate passion for sound decision-making to my clients, especially in regards to their financial planning needs. I chose a career in financial planning because I enjoy providing individuals and families with the tools, knowledge and insight they need to look ahead to their future with confidence.