RK
CFP
RK
CFP

Richard Komarek

18 Years of Experience
Redding, CA
Sells Insurance

Richard Komarek is a CFP-designated registered investment advisor at Ric Komarek, CFP, based in Redding, CA, 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, Investment Management, Retirement Planning. Their firm serves 100 clients with $26M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
100 clients
Average Client Portfolio
$260K average
Assets Under Management
$26.0M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.20%

Fees are generally negotiable. Ric Komarek also receives compensation from Fispoke equal to 0.25% annually of any client assets held or utilized through Fispoke's programs.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...

Location

2520 Goodwater Ave., Ste B, Redding, CA, 96002

Get directions

History

Regulatory History
Clean regulatory record

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 is a life and health insurance agent since 2007. He also works as a class instructor at Shasta College, dedicating minimal time to this role.

Employment History
Current Registrations
Ric Komarek, CFP
March 2010 - Present · 16 yrs 2 mos
Previous Registrations
Retirement Lifestyles Advisory Group
October 2015 - March 2019 · 3 yrs 5 mos
Highway Financial Networks
April 2007 - January 2010 · 2 yrs 9 mos
State Registrations1 state
CA
Advisor

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.