Richard Bean
Richard Bean is a CFP-designated registered investment advisor at Fiscal Wisdom Wealth Management LLC, based in Manchester, NH, with 23 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 2,828 clients with $390M 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 | 2.00% |
Fees are calculated as a percentage of assets under management up to a maximum of 2% per year. The minimum annual fee is $1,000, and fees are negotiable.
Fee Estimator
Location
1087 Elm Street, Suite 304, Manchester, NH, 03101
Get directionsHistory
Regulatory History (1)
Financial
December 2019Other Business ActivitiesSells Insurance
Richard is an independent insurance producer, selling fixed life, health, fixed annuities, and long-term care insurance. He is also involved in estate planning.
Employment History
Current Registrations
Fiscal Wisdom Wealth Management LLC
Previous Registrations
Motiv8 Investments LLC
Capital Asset Advisory Services, LLC
American Investment Services
Berthel Fisher & Company Financial Services, INC.
Maximum Retirement, INC.
Maximum Retirement, INC.
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.
Exams
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