Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
10 advisors
Number of Clients
2,579 clients
Average Client Portfolio
$101K average
Assets Under Management
$259.8M

Fee Structure

Minimum Investment:None
Minimum Annual Fee:$1,000
Financial Plan Fee:$250 - $10,000
Hourly Rate:$150 - $500/hr

Asset management fees are based on a percentage of assets under management and are negotiable. The minimum annual fee is $1,000 and is also negotiable. Financial planning fees range from $150 to $500 per hour or $250 to $10,000 for multiple financial plans. Expansive financial planning services range from $500 to $10,000. An annual review and planning snapshot update is available for a flat fee ranging from $150 to $1,500.

Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningFinancial Planning & CoachingBusiness OwnersHigh Net Worth
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Advisor Information

Office location

61 Maple Avenue, Canton, CT, 06019

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Regulatory History (1)
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Financial
December 2019
Final
Other Business ActivitiesSells Insurance

Richard is an independent insurance producer, selling fixed life, health, fixed annuities, and long-term care insurance. He is also involved in estate planning.

Employment History
Current Registrations
Fiscal Wisdom Wealth Management LLC
June 2022 - Present · 3 yrs 7 mos
Previous Registrations
Motiv8 Investments LLC
February 2017 - August 2019 · 2 yrs 6 mos
Capital Asset Advisory Services, LLC
January 2013 - March 2017 · 4 yrs 2 mos
American Investment Services
July 2010 - December 2012 · 2 yrs 5 mos
Berthel Fisher & Company Financial Services, INC.
March 2006 - July 2010 · 4 yrs 4 mos
Maximum Retirement, INC.
March 2000 - April 2006 · 6 yrs 1 mo
Maximum Retirement, INC.
March 2000 - December 2002 · 2 yrs 9 mos
State Registrations2 states
MANH
Advisor
Exams
No exam information available for this advisor.