← Tributary

RHODES INVESTMENT ADVISORS, INC.

FORT WORTH, TX · CRD 114245 · IAPD ↗ · palmerretirement.com · 817-334-0455

$419.2MRegulatory AUM
9Advisory reps
9Employees
0Clients
0Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

66
August 2025 — RHODES INVESTMENT ADVISORS, INC. reported RAUM up 41% ($266.2M -> $376.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
28
August 2024 — RHODES INVESTMENT ADVISORS, INC. changed its website from burgess-investments.com to palmerretirement.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.