Richard Stebbins is a CFP-designated registered investment advisor at Richard A. Stebbins CPA CFP, based in The Villages, FL, with 16 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning, Tax Planning. Their firm serves 20 clients with $13M 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 $500K | 0.90% |
| $500K - $1.3M | 0.75% |
| $1.3M+ | 0.50% |
Fixed income only accounts are charged 0.75% per year on the entire balance. Minimum annual fee of $800 applies. Fees may be waived or negotiated based on historical relationships, account composition, and other criteria.
Fee Estimator
Location
The Villages, FL
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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 →Employment History
Current Registrations
Richard A. Stebbins CPA CFP
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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