Areas of Practice
Business OwnersDivorce PlanningEducation PlanningEstate PlanningFinancial Planning & CoachingHigh Net WorthInsurance PlanningInvestment ManagementRetirement PlanningTax Planning
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
IM Fee
Planning only
Assets Under Management
$153.6M
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Contact
Richard Alston
Location
550 S. Watters Road, Suite 242, Allen, TX, 75013
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Regulatory History
Clean regulatory record
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
New Dimensions Wealth Management, L.L.C.
January 2010 - Present · 16 yrs 2 mos
Previous Registrations
Jwa Financial Group, INC.
October 2002 - July 2009 · 6 yrs 9 mos
Carter Advisory Services, INC
March 1999 - September 2002 · 3 yrs 6 mos
State Registrations2 states
NHTX
Advisor
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
No exam information available for this advisor.
Additional Information
WEALTHFULNESS, Simple Steps to Financial Health and Happiness, published 2018
Contact
Richard Alston