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Ralph Richetti
19 Years of Experience
Newtown Square, PA
2 DisclosuresBroker
Ralph Richetti is a registered investment advisor at Planmember Securities Corporation, based in Newtown Square, PA, with 19 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 68,678 clients with $9B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
433 advisors
Number of Clients
68,678 clients
Average Client Portfolio
$132K average
Assets Under Management
$9.0B
Fee Structure
Minimum Investment:$2K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.70% |
PlanMember Elite Program also charges a 0.20% administrative fee. Total fee for PlanMember Elite is 0.90%. The fee is for either the PlanMember Elite Program or the Scarborough Investment Advisory Accounts.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
3748 West Chester Pike, Suite 105, Newtown Square, PA, 19073
Get directionsHistory
Regulatory History (2)
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Financial
April 2025Final
Financial
January 2024Final
Employment History
Current Registrations
Planmember Securities Corporation
January 2026 - Present · 4 mos
Planmember Securities CorporationBroker
December 2025 - Present · 5 mos
Previous Registrations
Hartford Funds Distributors, LLCBroker
December 2012 - October 2024 · 11 yrs 10 mos
Hartford Life Distributors, LLCBroker
April 2010 - December 2012 · 2 yrs 8 mos
Metlife Securities INC.Broker
March 2009 - December 2009 · 9 mos
Planco Financial Services, LLCBroker
October 2004 - January 2009 · 4 yrs 3 mos
State Registrations13 states
AZCADEFLINMDNCNJNYOHPATXVA
AdvisorBrokerBoth
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.