TR
CFP
TR
CFP

Tyson Richins

18 Years of Experience
Safford, AZ
Broker

Tyson Richins is a CFP-designated registered investment advisor at Edward Jones, based in Safford, AZ, with 18 years of industry experience. Tyson 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 3,743,795 clients with $820B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
22714 advisors
IM Fee
Planning only
Assets Under Management
$825.0B

Fee Structure

Minimum Investment:$250K

Edward Jones offers an Ongoing Financial Planning Service for a maximum fee of $3,600 per year. This includes a financial plan and periodic updates, generally at least once per year, based on consultations with your financial advisor. You can discuss and revise your plan as needed. The fee may be paid in quarterly installments. To be eligible, you must have at least $250,000 enrolled in one or more Edward Jones Advisory Programs.

Edward Jones offers a Point in Time Financial Planning Service for which they do not currently charge a separate fee, but reserve the right to do so in the future. This service includes consultations with your financial advisor who will analyze your situation and provide a personalized financial plan.

Annual Retainer:Up to $3,600/year
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Location

411 West 5th Street, Safford, AZ, 85546

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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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Other Business Activities

Tyson is the President of the Eastern Arizona College Foundation and Chairman of the Central-Jackson Heights Fire District. These activities involve planning alumni events and establishing the local tax rate, respectively, and require minimal time commitment.

Employment History
Current Registrations
Edward Jones
May 2014 - Present · 12 yrs
Edward JonesBroker
April 2014 - Present · 12 yrs 1 mo
Previous Registrations
Allstate Financial Advisors, LLC
February 2013 - May 2014 · 1 yr 3 mos
Allstate Financial Services, LLCBroker
January 2013 - May 2014 · 1 yr 4 mos
J.P. Morgan Securities LLCBroker
October 2012 - January 2013 · 3 mos
J.P. Morgan Securities LLC
October 2012 - January 2013 · 3 mos
Chase Investment Services CORP.
March 2010 - October 2012 · 2 yrs 7 mos
Chase Investment Services CORP.Broker
January 2008 - October 2012 · 4 yrs 9 mos
State Registrations15 states
AZCACOFLIDLAMNMONMNVTNTXUTWAWV
AdvisorBrokerBoth

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.
Tyson Richins - Financial Advisor | TrueAdvisor