Richard Tiffany
Richard Tiffany is a ChFC-designated registered investment advisor at Apex Advisory Group, INC., based in Spokane, WA, with 9 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 5 more. Their firm serves 8 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.10% |
Fees are up to 1.1% annually and are negotiable. Clients also pay third-party program management fees ranging from 0.20% to 0.70%.
Fee Estimator
Location
Spokane, WA
Get directionsHistory
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 sells fixed insurance through various insurance companies. This activity is investment-related.
Employment History
Current Registrations
Apex Advisory Group, INC.
Previous Registrations
Apex Advisory Group, INC.
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.
Exams
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