Richard Tattory
Richard Tattory is a CFP-designated registered investment advisor at Rmr Wealth Management, based in Morrisville, PA, with 3 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more. Their firm serves 118 clients with $140M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Standard fee is up to 2.5% annually of the assets under management with a minimum fee of $1,000. Fees may be negotiable.
Fee Estimator
Location
203 Vernon PA, Morrisville, PA, 19067
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Richard is a licensed insurance producer since 1982, selling life and health insurance products, dedicating about 10-20% of his time. He also owns Tattory Financial Group, Inc., a C-Corp for insurance sales, and works as a real estate salesperson for Action Lambert Realty, spending a few hours per week.
Employment History
Current Registrations
Rmr Wealth Management
Previous Registrations
Fountainhead Advisors
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.