Douglas Richards is a CFP, ChFC-designated registered investment advisor at Crest Financial, LLC, based in Elmira, OR, with 32 years of industry experience. Douglas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Retirement Planning. Their firm serves 53 clients with $45M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Crest Financial offers portfolio management services for a fixed fee between $1,800 and $18,000, or an hourly fee between $300 and $525. The final fee is negotiable based on the client's situation. This service can be canceled with 30 days' notice.
Location
23847 Sky Lane, Elmira, OR, 97437
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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 →Employment History
Current Registrations
Crest Financial, LLC
Previous Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Securities America, INC.Broker
Securities America Advisors, INC.
Brecek & Young Advisors, INC.Broker
Brecek & Young Advisors, INC.
Allstate Financial Services, LLCBroker
Pruco Securities, LLC.Broker
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.