Robert Rexford

CFP®

Rexford Capital Wealth Management

Financial Advisor

Robert Rexford

CFP®

Rexford Capital Wealth Management

Financial Advisor

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Robert Rexford, CFP®

(713) 838-8383

Fee-Only financial planner located in Bellaire, TX, serving clients locally and across the country

Robert Rexford is a Bellaire, TX fee-only financial planner. Rexford Capital Wealth Management provides comprehensive and objective financial planning to help high net-worth clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Robert Rexford is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

Rexford Capital was founded by Robert Rexford CFP®, a financial planner and portfolio manager, who has provided financial advice and wealth management services to affluent clients since 1990. Robert has created a team of fiduciaries, attorneys, accountants, and investment advisors to offer affluent households a holistic approach to wealth management.

Robert spent 13 years as a portfolio manager with Merrill Lynch & Co., Inc. In 2003 he founded Rexford Capital, Inc. and serves as its President and Portfolio Manager. Robert holds a BBA in Business and a BS in Economics from Southern Methodist University.

Robert Rexford is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning

Rexford Capital Wealth Management is a fee-only, financial planning and investment management RIA. Providing comprehensive financial planning and ongoing investment management to clients in Bellaire, Texas and across the country.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Tax Planning
  • Estate and Generational Planning Needs

Ideal Clients

  • Retirees and Near Retirees
  • Growing Families
  • Business Owners and Executives
  • Sudden Money Situations
  • Novice Investors
  • High Net-Worth Clients

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

Contact Robert Rexford

Please enter your name
Please enter a valid 10 digit US phone number in the format xxx-yyy-zzzz
Please enter a valid email address
Please leave a message for the advisor.
Clear Form
Please verify that you aren't a robot.
There was an issue sending your message. If this issue persists, please contact support.
Message Sent! Your message info will be displayed in other advisor contact forms to make it easy to send to multiple advisors. We do not share your message content beyond the advisors you choose.

Office Locations:

  • 5420 Braeburn Dr
    Bellaire, TX 77401

Outdated Browser Detected!

If you're seeing this message, it's because the web browser you're using to access our site is much older and no longer supported. Due to privacy and safety concerns, we don't allow older browsers to access our site. In order to access WhyFiduciary.com, please use a newer browser, like Internet Explorer 10 or above, Google Chrome, or Mozilla Firefox.

Download a newer browser