Richard Betts
Richard Betts is a registered investment advisor at Barton Creek Advisors, LLC, based in Round Rock, TX, with 21 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 22 clients with $4.9M 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 $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.60% |
| $5M+ | 0.60% |
Fees negotiable for accounts over $5,000,000.
Fee Estimator
Location
Round Rock, TX
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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 →Other Business ActivitiesSells Insurance
Richard is the founding principal of R. Mark Betts Financial and a licensed insurance agent since 1983, selling life insurance, fixed annuities, and life insurance settlements. He dedicates a few hours per week to educating clients and providing foundational insurance products.
Employment History
Current Registrations
Barton Creek Advisors, LLC
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.