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Robert Massey

Advisor at Cetera

Updated today

Location

Madison, GA 30650

Credentials

Series 63, Series 65

Industry experience

31 years

About

Robert Massey is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 31 years of industry experience. His career includes roles at Concourse Financial Group Securities Inc, Dave Ramsey Investment Elp Affiliates, and operating his own insurance services business since 1986. Massey also runs a retirement planning and financial services practice focused on mutual fund and variable insurance product sales. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, fiduciary solutions, and access to third-party money managers, combining retirement and fiduciary capabilities with a broad trust and institutional network.

Client services

Based on Cetera

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Cetera

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy

Occupation focus

Based on Cetera

Founder/Business Owner Executive Retired

Demographic focus

Based on Cetera

HENRY (High Earners, Not Rich Yet) Approaching retirement

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Fee options

Fixed

Flat fees for financial planning and consulting negotiated with client

Percentage

$0 - $250,000: Up to 2.75% $250,001 - $500,000: Up to 2.50% $500,001 - $750,000: Up to 2.00% $750,001 - $1,000,000: Up to 1.75% $1,000,001 - $2,000,000: Up to 1.50% $2,000,001 - $5,000,000: Up to 1.25% $5,000,001+: As low as 0.75% (varies by program)

Project-based

Hourly consulting and financial planning rates negotiated with client

Other

Account minimum: $5,000 Minimum fee: Minimum program fees ranging from $99 to $199 annually depending on program Fee-only: Flat or hourly fees for financial planning and consulting services, negotiated case-by-case

Location

1030 Barclay Drive

Madison, GA 30650

Most active in

Georgia · Texas

Work history

Cetera

2025 - Present (1 year)

Cetera Wealth Services, LLC

2025 - Present (1 year)

(dba) Retirement Planning & Financial Services

2006 - Present (20 years)

Dave Ramsey Investment Elp Affiliates

2005 - 2016 (11 years)

Concourse Financial Group Securities Inc

2000 - 2025 (25 years)

Robert S Massey Insurance Services

1986 - Present (40 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Wealth management
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