# Robare & Jones Wealth Management

Robare & Jones Wealth Management is a Bank / Wealth / Trust based in Houston, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Houston, United States
- **Region:** North America
- **Address:** Two Chasewood, 20405 State Highway 249, Suite 350, Houston, TX 77070
- **Founded:** 1977
- **Assets under management:** Undisclosed
- **Website:** robare-jones.com
- **LinkedIn:** linkedin.com/company/robare-jones-wealth-management-houston

## Regulatory record

- **Reports private funds:** No

## About

The firm was founded in 1977 and has operated for nearly five decades from its base in Houston, Texas. Robare & Jones positions itself as an independent fiduciary, meaning its compensation model leans on fee-based management rather than commission-driven product sales. The practice serves individuals, high-net-worth families, trusts, estates, pension plans, charitable organizations, and corporations — a broad book typical of a community-rooted wealth manager. Investment management runs through discretionary portfolio construction with a stated commitment to reducing overall investment costs. The firm is supported by a partnership with Osaic Advisory Services, a back-office and compliance platform that provides access to capital markets and client-facing technology. This outsourced infrastructure allows the five in-house CERTIFIED FINANCIAL PLANNER® professionals to focus on client relationships, financial planning, and portfolio design rather than middle-office operations. Geographic coverage extends across the United States from the Houston headquarters. The five-advisor team combines over 160 years of industry experience. The firm maintains direct client communication through quarterly investment forums, market updates, and digital content, including a YouTube channel. Robare & Jones has not publicly disclosed assets under management or total client count, a common posture for a small independent practice that does not market to institutional allocators. Unlike multi-family offices that pursue direct private investments, Robare & Jones operates as a traditional wealth management practice plugged into external infrastructure. The Osaic partnership is the structural differentiator — it provides institutional-grade resources while the firm retains independence and local decision-making. Succession and governance details have not been publicly disclosed.

## Questions

### What is Robare & Jones's relationship with Osaic Advisory Services?

Robare & Jones partners with Osaic Advisory Services for back-office support, compliance, and access to capital markets. This arrangement helps reduce investment costs and provides client-facing technology while the firm remains independently owned and operated. The partnership allows Robare & Jones advisors to spend more time on financial planning and client service.

### Does Robare & Jones operate under a fiduciary standard?

Yes. The firm explicitly states it uses a fiduciary standard when developing financial plans and investment strategies for clients. Fee-based management is central to its model, aligning advisor compensation with client outcomes rather than product commissions.

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Last updated: 2026-06-03T20:00:00.000Z

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