Richard Krafcik
Richard Krafcik is a registered investment advisor at Cobblestone Asset Management, based in Richmond, VA, with 19 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. Their firm serves 432 clients with $260M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fee Estimator
Location
9011 Arboretum Parkway, Suite 180, Richmond, VA, 23236
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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 the 100% owner and officer/director of Cobblestone Asset Management and Krafcik Asset Management & Planning (KAMP), spending nearly full-time on Cobblestone. He also owns rental property and serves on the steering team for Passion Community Church and the board of directors for FC Richmond.
Employment History
Current Registrations
Cobblestone Asset Management
Independent Financial Group, LLCBroker
Previous Registrations
Independent Financial Group, LLC
National Planning CorporationBroker
National Planning Corporation ("npc of America" in Fl & Ny)
Ing Financial Partners, INC
Ing Financial Partners, INC.Broker
Mwa Financial Services, INC.Broker
State Registrations18 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.