RB

Richard Dwayne Blair

31 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
1 advisor
Number of Clients
525 clients
Average Client Portfolio
$143K average
Assets Under Management
$75.0M

Fee Structure

Minimum Investment:$1K
Financial Plan Fee:$500 - $5,000

Wealth Solutions, Inc. charges fees for asset management and financial planning services. Financial planning fees range from $500 to $5,000 and are negotiable. Asset management fees vary depending on the custodian (SEI & AXOS or American Funds & Aspire) and the amount of assets managed. There is generally a $1,000 minimum asset level for investment advisory services. The fees do not include brokerage commissions, transaction fees, and other related costs and expenses. Pontera will directly charge WS .3% AUM quarterly in advance. WS will pay this charge out of Client’s pre-existing advisory fee. Additionally, WS will charge .7% for the management of assets on the Pontera platform.

Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningHigh Net Worth
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Advisor Information

Office location

21 Waterway Avenue, Suite 300, The Woodlands, TX, 77380

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Regulatory History (10)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
April 2016
Final
Regulatory
October 2015
Final
Regulatory
October 2013
Final
Regulatory
June 2013
Final
Regulatory
March 2013
Final
Customer Dispute
January 2013
Settled
Regulatory
December 2011
Final
Regulatory
September 2009
Final
Regulatory
October 1994
Final
Employment Separation After Allegations
October 1993
Other Business ActivitiesSells Insurance

Richard is the President of Crownbridge Wealth LLC, selling fixed insurance products and spending minimal time on it. He is also a Managing Partner of Crownbridge Securities LLC (real estate holding company) and Dolce Vita Holdings LLC (automotive resell), dedicating a few hours per week to each.

Employment History
Current Registrations
Wealth Solutions, INC.
April 1994 - Present · 31 yrs 9 mos
Previous Registrations
Ims Securities, INC.Broker
November 2011 - February 2012 · 3 mos
Wealth Solutions, INC. Broker
May 1994 - December 2012 · 18 yrs 7 mos
Murchison Investment Bankers, Ltd.Broker
August 1993 - November 1993 · 3 mos
Equico Securities, INC. Broker
August 1992 - August 1992 · 0 mos
The Equitable Life Assurance Society of the United StatesBroker
August 1992 - August 1992 · 0 mos
State Registrations3 states
ARLATX
Advisor
Exams
No exam information available for this advisor.