Raymond James Financial Services Advisors
47yrs
Top advisor by experience in Denton
2yrs
Robert Thomas has worked in the financial industry for 2 years and is a financial advisor based in Denton, Texas. After two years at Grunden Financial Advisory, Robert joined Allworth Financial in 2026, a firm offering financial planning, investment management, and private fund management. Robert holds the CFP® designation.
At a glance
Experience2 years (since 2024)
How that compares ?2 years in the industry
Office515 S Carroll Blvd, Denton, TX 76201
How the firm is paid ?Percent of assets, Flat fee, Performance fee
Typical client at the firm ?$1.12 million
Advisors at the firm319
States licensed ?1 state
Services through Allworth Financial
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
None listed.
Career
- Jan 2026 – nowAllworth Financial, L.P.Current firm
- Jun 2024 – Jan 2026Grunden Financial Advisory, Inc.Previously
Contact Robert
(916) 482-2196Firm headquarters in Folsom, CA. Ask for Robert. 515 S Carroll BlvdDenton, TX 76201Office · Get directions Firm websiteallworthfinancial.com
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Questions to ask Robert
Tailored to Robert’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- 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?
My notes and scorecard
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About Robert
How do I contact Robert?
Call Allworth Financial at (916) 482-2196 and ask for Robert Thomas. Robert works from the Denton, TX office.
How long has Robert been a financial advisor?
Robert has been in the industry since 2024, about 2 years. 2 years in the industry.
What licenses does Robert hold?
No exams are listed on the official record.
Is Robert a fiduciary?
Robert is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Robert paid?
Allworth Financial reports being paid by a percentage of the assets they manage, flat or fixed fees, a share of investment gains. 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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