Richard Stewart
Richard Stewart is a CFP-designated registered investment advisor at Chelsea Advisory Services, INC, based in Indianapolis, IN, with 30 years of industry experience. Richard is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 552 clients with $150M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable up to a maximum of 2% of assets under management. Pre-existing clients or employee-related accounts may be charged lower rates.
Fee Estimator
Location
Indianapolis, IN
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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 Activities
Richard owns RB Stewart Financial, providing tax preparation and accounting services. He also owns RB Stewart & Co CPA's, offering accounting services, tax preparation, and payroll services.
Employment History
Current Registrations
Chelsea Advisory Services, INC
Chelsea Financial Services
Chelsea Financial ServicesBroker
Previous Registrations
Rb Stewart Financial LLC
Regulus Financial Group, LLCBroker
American Equity Investment CorporationBroker
Avantax Advisory Services
H.D. Vest Advisory Services, INC
Avantax Investment Services, INC.Broker
Terra Securities CorporationBroker
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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