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Blake Rhodes, CFP®, AIF®

Director of Financial Planning

Contact Information

900 S Capital of Texas Hwy, Ste 350, Austin, TX 78746
Phone: 512-600-5234 | Fax: 737-704-0434

Background

As Director of Financial Planning, Blake Rhodes oversees the financial planning process for TCG Advisory Services, LLC, a HUB International company (TCG), and he works with Private Wealth Clients to ensure their retirement and investment goals are achieved. His goal is to help grow the Private Wealth business by discovering new prospects along with other Advisors, so that TCG Advisors can successfully manage more Private Wealth Clients.

Blake attended the University of Texas at Austin and holds a BBA in Finance in addition to being a CERTIFIED FINANCIAL PLANNER®. Before joining TCG Advisors, Blake worked for Charles Schwab as a Registered Representative and assisted clients with their account management needs. At TCG, Blake has worked with both the Institutional Business and Private Wealth Business helping to manage clients of all levels. 

Blake currently lives in Austin, Texas with his wife Ysenia, sons Diego and Joaquin, and their Cockapoo puppy, Moony, who loves spending time with the family. In his spare time, Blake enjoys mountain biking on many of the local Austin trails.

Areas of Focus

  • Wealth management
  • Financial planning
  • Tax planning
  • Cash flow analysis
  • Estate planning
  • Purchasing/selling of a business
Investment advisory services offered through TCG Advisors, an SEC registered investment advisor. Insurance Services offered through HUB International.
 
HUB International, owns and operates several other entities which provide various services to employers and individuals across the U.S.

*Some of the services listed above may be provided outside of HUB International and its affiliates.

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DISCLOSURES
TCG Advisory Services, LLC ("TCG Advisors") is a registered investment advisor regulated by the U.S. Securities and Exchange Commission (SEC) subject to the Rules and Regulations of the Investment Advisor Act of 1940, and is a part of TCG Group Holdings, LLP. Registration with the U.S. Securities and Exchange Commission does not imply a certain level of skill or training. We are located in Austin, Texas. A copy of our Form ADV Part 2 is available upon request.

This website is not authorized for use as an offer of sale or a solicitation of an offer to purchase investments. This website is for informational purposes only and does not constitute an offer to sell, a solicitation to buy, or a recommendation for any security, or as an offer to provide advisory or other services in any jurisdiction in which such offer, solicitation, purchase or sale would be unlawful under the securities laws of such jurisdiction.

Past performance may not be indicative of any future results. No current or prospective client should assume that the future performance of any investment or investment strategy referenced directly or indirectly in this brochure will perform in the same manner in the future. Different types of investments and investment strategies involve varying degrees of risk—all investing involves risk—and may experience positive or negative growth. Nothing in this brochure should be construed as guaranteeing any investment performance.

This website may contain forward-looking statements and projections that are based on our current beliefs and assumptions on information currently available that we believe to be reasonable; however, such statements necessarily involve risks, uncertainties, and assumptions, and prospective investors may not put undue reliance on any of these statements.