Richard Lunsford is a CFP, ChFC-designated registered investment advisor at Mariner Wealth, based in Nashville, TN, with 20 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 44,528 clients with $99B 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 | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.60% |
Quarterly minimum fee of $1,875. All fee arrangements are subject to negotiation.
Fee Estimator
Location
905 Harpeth Valley Place, Nashville, TN, 37221
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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 rental property in San Antonio, TX, since 2021. He spends minimal time selling or renting the property.
Employment History
Current Registrations
Mariner Wealth
Previous Registrations
Edelman Financial Engines
Charles Schwab & CO., INC.Broker
Schwab Private Client Investment Advisory, INC.
Creative Planning
USAA Investment Management Company
USAA Financial Advisors, INC.Broker
USAA Financial Planning Services
State Farm Vp Management CORP.Broker
Morgan Stanley
Morgan Stanley Dw INC.Broker
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.