Douglas Richardson is a CFP-designated registered investment advisor at Fair Oaks Financial LLC, based in Fair Oaks Ranch, TX, with 13 years of industry experience. Douglas 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 36 clients with $25M 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 $250K | Included |
| $250K - $500K | 1.00% |
| $500K - $1.0M | 0.80% |
| $1.0M - $2.0M | 0.60% |
| $2.0M - $3.0M | 0.50% |
| $3M+ | 0.40% |
Investment Management services are included in the Ongoing Financial Planning fees for Clients with less than $250,000 in assets under management with FOF. If a Client is engaging FOF for stand-alone Investment Management services, and has less than $250,000 in assets under management, the annual advisory fee is 1.25%.
Fee Estimator
Location
Fair Oaks Ranch, TX
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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 →Employment History
Current Registrations
Fair Oaks Financial LLC
Previous Registrations
Pax Financial Group
360 Wealth Management, LLC
LPL Financial LLC
LPL Financial LLCBroker
State Registrations1 state
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