# RICHARD A. STEBBINS CPA CFP CMFC

RICHARD A. STEBBINS CPA CFP CMFC is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 123694
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/123694

## About

Richard A. Stebbins CPA CFP CMFC is a state-registered investment adviser. The firm manages approximately $12 million in regulatory assets. It has 1 employee and 1 investment adviser.

## People

- Richard A. Stebbins — Principal

## Questions

### What does the firm's name reveal about its service model?

The name itself is a service map. Richard A. Stebbins holds Certified Public Accountant (CPA), Certified Financial Planner (CFP), and Chartered Mutual Fund Counselor (CMFC) designations. This means one individual can prepare the tax return, build the comprehensive financial plan, and construct the mutual fund allocation for a client family. Most advisory practices separate these functions, but Stebbins' model bundles tax preparation, planning, and investment management into a single fiduciary point of contact.

## Related profiles

- [A. H. Williams & Company](https://altss.com/profile/a-h-williams-and-company-inc)
- [Belinda Leslie A Registered Investment Adviser](https://altss.com/profile/belinda-leslie-a-registered-investment-adviser-inc)

---

Last updated: 2026-07-06T01:24:24.277Z

Canonical page: https://altss.com/profile/richard-a-stebbins-cpa-cfp-cmfc

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology