RH
RH

Richard Hopkins

5 Years of Experience
Renton, WA

Richard Hopkins is a registered investment advisor at Financial Lifemaps, based in Renton, WA, with 5 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 6 clients with $8.4M in assets under management.

Compensation
Fixed/Hourly
Firm Size
1 advisor
Number of Clients
6 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$8.4M

Fee Structure

Financial LifeMaps offers investment advice as part of its consulting projects and ongoing financial planning services. For consulting projects, you'll pay $60 per hour. For ongoing planning, the initial fee is typically $800 or more, and the annual retainer fee in following years depends on how often your financial model is updated. These fees are not based on your assets or net worth.

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Location

Renton, WA

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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.

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Employment History
Current Registrations
Financial Lifemaps
March 2020 - Present · 6 yrs 1 mo
State Registrations1 state
WA
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.