Robert Alston
QuadCap Wealth Management · Frisco, Texas
Robert Alston is a fee-only financial advisor at QuadCap Wealth Management in Frisco, Texas. Robert focuses on retirement planning, estate & legacy planning and tax planning. QuadCap Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Executives
- Pre-retirees
Facts
| Firm | QuadCap Wealth Management |
|---|---|
| Based in | Frisco, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $1.34B across 1,974 accounts |
| SEC registration | Investment adviser representative in TX · CRD 2480962 |
| Exams passed | Series 63 (1994) · Series 65 (2015) |
| Firm size | 23 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.quadcapwm.com |
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Questions about Robert
Is Robert Alston a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Robert holds no broker registration, and QuadCap Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Robert charge for financial advice?
Robert's firm, QuadCap Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Robert Alston based?
Robert Alston is based in Frisco, Texas.
What does Robert specialize in?
Robert's specialties include retirement planning, estate & legacy planning, tax planning and family wealth transfer. Robert works with executives and pre-retirees.
Is Robert Alston registered with the SEC?
Yes. Robert Alston is registered as an investment adviser representative in TX (CRD 2480962), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does QuadCap Wealth Management manage?
QuadCap Wealth Management reports $1.34B across 1,974 accounts in assets under management.
How do I contact Robert Alston?
Through Robert's website, www.quadcapwm.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- QuadCap Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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