Richard Happle
Richard Happle is a CFP-designated registered investment advisor at Jaffe Tilchin Investment Partners, LLC, based in Tampa, FL, with 42 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 1,478 clients with $1.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Jaffe Tilchin charges a percentage of your portfolio's value each year for investment management. The maximum you'll pay is 2.00% annually, which includes any fees charged by independent managers. This fee covers actively managed cash balances. Fees are calculated based on the market value of your assets as determined by the custodian of your account.
Location
15350 N. Florida Avenue, Tampa, FL, 33613
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Regulatory History (3)
Regulatory
August 2014Employment Separation After Allegations
December 2013Customer Dispute
August 2012Other Business ActivitiesSells Insurance
Richard is an insurance agent with Jaffe Tilchin Wealth Management since 2020, providing consultations and offering policies to insurance clients. This activity requires minimal time.
Employment History
Current Registrations
Jaffe Tilchin Investment Partners, LLC
Previous Registrations
Avantax Advisory Services
Jaffe Tilchin Investment Partners, LLC
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Earl W. Shomber & CO., INC.Broker
State Registrations2 states
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.