Jennifer Richards
Jennifer Richards is a ChFC-designated registered investment advisor at Cetera Planning Partners, based in Kingwood, TX, with 14 years of industry experience. Jennifer is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 4,849 clients with $4.2B 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 | 1.65% |
Maximum advisor fee is up to 1.65%. Additional administrative, strategist, and optional service fees of up to 0.05%, 0.90%, and 0.40% respectively may apply depending on portfolio selections.
Fee Estimator
Location
1384 Stonehollow Dr., Suite 1, Kingwood, TX, 77339
Get directionsHistory
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 ActivitiesSells Insurance
Jennifer is an insurance agent for Genworth Financial, handling renewals since 2004, but spends no time on it currently. She also provides incidental administrative assistance related to taxes for investment clients at JOHN W. ROOD CPA AND ASSOCIATES, dedicating a few hours per week.
Employment History
Current Registrations
Cetera Planning Partners
Cetera Wealth Services, LLC
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Planning Partners, INC.
Avantax Investment Services, INC.Broker
Next Financial Group, INC.
Next Financial Group, INC.Broker
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
More Advisors
- Santiago Carranza, ChFCEdward Jones
- Lynn Fletcher, CFP
- Terrance Elder, CFPOptivise Advisory Services LLC
- Charles Debenon, PFSLifeplan Financial Services, LP
- Felicia Cumby, CFPEdward Jones
- Robert Mitchell, CFPFarmers Asset Management, LLC