Richard Hilow
Richard Hilow is a registered investment advisor at Straight Forward Wealth Management, LLC, based in Rochester, NH, with 18 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 205 clients with $33M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Straight Forward Wealth Management offers asset management services, but the fees are disclosed in a separate document (Appendix 1 of the Wrap Program Brochure) not included here. Therefore, I cannot provide a summary of those fees.
Location
60 Rochester Hill Road, Ste 1, Rochester, NH, 03867
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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 ActivitiesSells Insurance
Richard operates several businesses, including Straight Forward Wealth Management LLC (DBA for LPL business), R&G Holdings LLC (real estate rental), Straight Forward Tax & Bookkeeping LLC, Straight Forward Life & Annuity LLC (insurance agency), and Straight Forward Wealth Management (Registered Investment Advisor Hybrid). He dedicates a significant amount of time to these ventures, including full-time hours to Straight Forward Wealth Management and a few hours per week to Straight Forward Life & Annuity.
Employment History
Current Registrations
Straight Forward Wealth Management, LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
LPL Financial LLC
Edward Jones
Edward JonesBroker
State Registrations16 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.