CRD: 306087
Richards Financial Planning, LLC
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- Custodian
- --
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-08-2020
- Office Locations
- 1
Office Locations
About Richards Financial Planning, LLC
Richards Financial Planning, LLC (Houston, TX) provides holistic “SMART Solution” retirement planning for employers, led by Van Richards (ChFC, RICP). The firm helps select and implement workplace retirement plans and supports employee communication, enrollment, and education, including a retirement readiness assessment. Portfolios emphasize asset allocation using ETFs and mutual funds, with risk management and annuity/insurance planning available.
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Client Personas
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Investment Themes
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Owner & Executives
ALVIN VAN RICHARDS
Chief Compliance Officer
- CRD
- #1685804
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $329,619 | -- |
| Total | $329,619 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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