RH
RH

Richard Honeycutt

20 Years of Experience
Linville, NC
1 DisclosureBroker

Richard Honeycutt is a registered investment advisor at Edward Jones, based in Linville, NC, 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, Retirement Planning, Tax Planning. Their firm serves 3,743,795 clients with $820B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
22714 advisors
IM Fee
Planning only
Assets Under Management
$825.0B

Fee Structure

Minimum Investment:$250K

Edward Jones offers an Ongoing Financial Planning Service for a maximum fee of $3,600 per year. This includes a financial plan and periodic updates, generally at least once per year, based on consultations with your financial advisor. You can discuss and revise your plan as needed. The fee may be paid in quarterly installments. To be eligible, you must have at least $250,000 enrolled in one or more Edward Jones Advisory Programs.

Edward Jones offers a Point in Time Financial Planning Service for which they do not currently charge a separate fee, but reserve the right to do so in the future. This service includes consultations with your financial advisor who will analyze your situation and provide a personalized financial plan.

Annual Retainer:Up to $3,600/year
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Location

3618 Mitchell Ave, Linville, NC, 28646

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History

Regulatory History (1)
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Customer Dispute
September 2015
Withdrawn
Other Business Activities

Richard manages a commercial rental property in Linville, NC, dedicating minimal time to it. He is also a member of the Avery County Schools Educational Foundation Board, requiring minimal time commitment.

Employment History
Current Registrations
Edward Jones
June 2007 - Present · 18 yrs 11 mos
Edward JonesBroker
June 2005 - Present · 20 yrs 11 mos
State Registrations23 states
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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.