Brenda Richman
Brenda Richman is a CFP-designated registered investment advisor at Nova R Wealth, INC., based in Overland Park, KS, with 13 years of industry experience. Brenda operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 321 clients with $410M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $500K | 1.00% |
| $500K - $1.0M | 0.85% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $3.0M | 0.65% |
| $3.0M - $5.0M | 0.55% |
| $5.0M - $10.0M | 0.45% |
| $10.0M - $30.0M | 0.35% |
| $30M+ | 0.35% |
Wealth management fee is negotiable. Certain legacy accounts will have a different fee schedule.
Fee Estimator
Location
9990 College Blvd., Overland Park, KS, 66210
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
Brenda is an independent insurance agent and spends minimal time on continuing education. This activity is investment-related.
Employment History
Current Registrations
Nova R Wealth, INC.
Previous Registrations
Legacy Financial Strategies, LLC
Legacy Financial Strategies, LLC
Waddell & Reed, INC.
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.