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Richard Blair

Wealth Solutions, INC.
32 Years of Experience
The Woodlands, TX
10 DisclosuresSells Insurance
View SEC Summary
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Richard Blair is a registered investment advisor at Wealth Solutions, INC., based in The Woodlands, TX, with 32 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Annuities, Business Owners, Education Planning, Estate Planning, and 4 more. Their firm serves 431 clients with $54M in assets under management.

Wealth Solutions, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
431 clients
Average Client Portfolio
$125K average
Assets Under Management
$53.7M

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K2.00%
$500K - $750K1.60%
$750K+1.20%

Rates shown are for SEI and AXOS accounts. American Funds and Aspire accounts have slightly different tiers: up to $499,999.99 at 1.60%, $500,000 to $749,999.99 at 1.55%, and over $750,000 at 1.50%. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

21 Waterway Avenue, Suite 300, The Woodlands, TX, 77380

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History

Regulatory History (10)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
April 2016
Final
Regulatory
October 2015
Final
Regulatory
October 2013
Final
Regulatory
June 2013
Final
Regulatory
March 2013
Final
Customer Dispute
January 2013
Settled
Regulatory
December 2011
Final
Regulatory
September 2009
Final
Regulatory
October 1994
Final
Employment Separation After Allegations
October 1993
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Richard is the President of Crownbridge Wealth LLC, selling fixed insurance products and spending minimal time on it. He is also a Managing Partner of Crownbridge Securities LLC (real estate holding company) and Dolce Vita Holdings LLC (automotive resell), dedicating a few hours per week to each.

Employment History
Current Registrations
Wealth Solutions, INC.
April 1994 - Present · 32 yrs 6 mos
Previous Registrations
Ims Securities, INC.Broker
November 2011 - February 2012 · 3 mos
Wealth Solutions, INC.Broker
May 1994 - December 2012 · 18 yrs 7 mos
Murchison Investment Bankers, LTD.Broker
August 1993 - November 1993 · 3 mos
Equico Securities, INC.Broker
August 1992 - August 1992 · 0 mos
The Equitable Life Assurance Society of the United StatesBroker
August 1992 - August 1992 · 0 mos
State Registrations3 states
ARLATX
Advisor

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
No exam information available for this advisor.
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