Richard Whitton is a CFP, ChFC-designated registered investment advisor at Rww Investment Advisors INC., based in Portland, OR, with 15 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, Tax Planning. Their firm serves 21 clients with $11M 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 - $2.0M | 0.80% |
| $2M+ | 0.50% |
Fee Estimator
Location
Portland, OR
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Richard provides financial consulting for individuals and small businesses through RWW Financial Consulting, which he owns. He dedicates about 10-20% of his time to this business, with a portion of that time occurring during securities trading hours, and provides financial advice, tax preparation, and consulting.
Employment History
Current Registrations
Rww Investment Advisors INC.
Previous Registrations
Rww Investment Advisors INC.
State Registrations1 state
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