Richard Everhart is a CFP-designated registered investment advisor at Everhart Advisors, based in Dublin, OH, with 35 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, Annuities, Business Owners, Corporate Executives, and 7 more. Their firm serves 2,912 clients with $2.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $10.0M | 0.80% |
| $10.0M - $20.0M | 0.60% |
| $20M+ | 0.40% |
Fees are negotiable and vary based on account size, scope of services, and complexity. Related accounts may be aggregated for fee calculation purposes at Everhart Advisors' discretion.
Fee Estimator
Location
5200 Rings Road, Dublin, OH, 43017
Get directionsHistory
Regulatory History (1)
Regulatory
January 2016Other Business Activities
Richard co-authored a book, The 401(k) Owner's Manual, and is a member of 535 Metro Place South LLC, which owns Everhart Advisors' business location and leases to tenants. He also has passive ownership in Everhart QOF LLC and FE X 225 LLC.
Employment History
Current Registrations
Everhart Advisors
Previous Registrations
Mid Atlantic Capital CorporationBroker
Cambridge Investment Research, INC.Broker
Efg, INC.
Walnut Street Securities, INC.Broker
Alles Investments, 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.
Exams
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