Richard Page is a registered investment advisor at Page Financial Services, LLC, based in Louisville, KY, 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, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Management fees are subject to negotiation.
Fee Estimator
Location
8607 Smyrna Parkway, Suite 106, Louisville, KY, 40228
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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 is a part-owner in numerous businesses, primarily in real estate, car washes, accounting/tax services, electrical contracting, and flooring services. He dedicates a few hours per week to most of these ventures, with some taking about a quarter of his time.
Employment History
Current Registrations
Page Financial Services, LLC
Previous Registrations
Cochran Page & Associates
Cooper Management Service, INC.
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.