Wells Fargo Advisors
47yrs
Top 1% by experience in Fort Worth
21yrs
Robert Mefford has worked in the financial industry for 21 years and is a fiduciary financial advisor based in Fort Worth, Texas. After 17 years at FSC Securities and two years at CPF Texas, Robert joined Osaic Wealth in 2023, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 1842 advisors with offices in Fort Worth, and one of 1738 fiduciaries.
At a glance
Experience21 years (since 2005)
How that compares ?Top 23% by experience in Fort Worth
OfficeFort Worth, TX
FirmOsaic Wealth
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$398,336
Advisors at the firm8,052
States licensed ?1 state
Services through Osaic Wealth
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2023 – nowOsaic Wealth, Inc.Current firm
- 2007 – 2023FSC Securities CorporationPreviously
- Jun 2005 – Jan 2007CPF TexasPreviously
- May 2005 – Jan 2007LPL Financial LLCPreviously
Contact Robert
(800) 821-5100Firm headquarters in Scottsdale, AZ. Ask for Robert. Fort Worth, TXOffice · Get directionsIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Robert
Tailored to Robert’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Robert
How do I contact Robert?
Call Osaic Wealth at (800) 821-5100 and ask for Robert Mefford. Robert works from the Fort Worth, TX office.
How long has Robert been a financial advisor?
Robert has been in the industry since 2005, about 21 years. Top 23% by experience in Fort Worth.
What licenses does Robert hold?
Series 66. Tap any license on this page to see what it allows.
Is Robert a fiduciary?
Robert is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Robert paid?
Osaic Wealth reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Robert for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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