Multi-Family OfficeRIA · CRD 306087

Updated:

Richards Financial Planning

Richards Financial Planning, LLC specializes in helping clients navigate the complexities of retirement planning with confidence. The firm serves individuals...

Richards Financial Planning

Richards Financial Planning, LLC specializes in helping clients navigate the complexities of retirement planning with confidence. The firm serves individuals planning for retirement, current retirees, and small and mid-sized businesses seeking company retirement plans. It offers transparent, fee-based financial planning and fiduciary-standard advice. Investment advisory services are available to Texas residents only.

General information

Firm type

Multi Family Office

Location

Country

unknown

City

Houston

Corporate office

unknown

Principals

Van Richards

managing partner

Van Richards

ChFC®

Frequently asked questions

What type of firm is Richards Financial Planning?

Richards Financial Planning, LLC is a registered investment advisor (RIA) that offers financial planning services. As an RIA, it is legally obligated to act as a fiduciary in managing client assets.

Who are the principals at Richards Financial Planning?

No named principals are publicly associated with Richards Financial Planning, beyond the firm's registration as an LLC. The absence of an active LinkedIn profile or website limits verifiable information on leadership.

Where is Richards Financial Planning headquartered?

The firm's headquarters city and country are not publicly documented. The only available identifier is its name and RIA status, with no confirmed office address in public records.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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