Richard Oneal
Richard Oneal is a registered investment advisor at Osaic Wealth, INC., based in Grand Rapids, MI, with 29 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
11253 Tallmadge Woods Dr Nw, Grand Rapids, MI, 49534
Get directionsHistory
Regulatory History (2)
Customer Dispute
December 2022Customer Dispute
August 2016Other Business ActivitiesSells Insurance
Richard is an agent with The Masters Financial Group of MI and owns a first mortgage on a house sold on land contract. He also owns O-11253 Tallmadge Woods Dr LLC, sells life insurance (taking about a quarter of his time), serves as treasurer for Bethesda Farm, and owns Masters Wealth Management.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
Sunset Financial Services, INC.Broker
Fifth Third Securities, INC.Broker
Old Kent Financial AdvisorsBroker
Hornor, Townsend & Kent, INC.Broker
Pruco Securities CorporationBroker
State Registrations11 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.