RICHARDS FINANCIAL PLANNING, LLC

RICHARDS FINANCIAL PLANNING, LLC of HOUSTON, TX is an SEC-registered investment adviser (CRD 306087). Regulatory assets under management: $330K.

Registration

• CRD: 306087
• Type: Registered investment adviser
• Location: 15923 PINYON CREEK DRIVE, HOUSTON, TX, 77095
• Phone: 713-320-6124
• Latest filing: 2025-10-27
• Regulatory AUM: $330K
• Non-discretionary AUM: $330K
• Clients: 1
• Accounts: 2

Business model

Compensation: % of AUM, Hourly, Other.

Clients served: Individuals, High net worth, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 306087 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search