Richard Arzaga
Richard Arzaga is a CFP-designated registered investment advisor at The Real Estate Whisperer(r), based in Monument, CO, with 22 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, High Net Worth, Insurance Planning, Real Estate Investing, and 2 more.
Compensation
Firm Size
IM Fee
Fee Structure
- Comprehensive financial plan — Flat fee ranging from $7,500 to $12,500 depending on the complexity of your situation and unique needs
- Hourly consulting — $475 per hour for financial planning and consulting services
Location
315 Panoramic Drive, Suite 100, Monument, CO, 80132
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2015Other Business Activities
Richard is an adjunct professor at the University of California Berkeley, teaching certified financial planning coursework. This non-investment related activity requires minimal time.
Employment History
Current Registrations
The Real Estate Whisperer(r)
Previous Registrations
Financial Advocates Investment Management
Cornerstone Wealth Management, INC.
LPL Financial LLC
LPL Financial LLCBroker
Cornerstone Wealth Management, INC.
Associated Securities CORP.
Associated Securities CORP.Broker
Fsc Securities Corporation
Fsc Securities CorporationBroker
Lincoln Financial Advisors CorporationBroker
Lincoln Financial Advisors Corporation
The Lincoln National Life Insurance CompanyBroker
American Express Financial Advisors, INC.
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations1 state
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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