Richard Cullen is a CFP-designated registered investment advisor at Inland Financial Planning, based in Spokane, WA, with 13 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, Investment Management, Retirement Planning. Their firm serves 70 clients with $34M 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 $500K | 1.25% |
| $500K - $3.0M | 1.00% |
| $3M+ | 0.75% |
Advisory fees may be negotiated, lowered, or waived for family, friends, existing relationships, or based upon the complexity level of the client situation. Some clients may be on a flat or different fee schedule.
Fee Estimator
Location
319 W Hastings Rd, Ste A107, Spokane, WA, 99218
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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 →Other Business Activities
Richard is an LLC member of TRC Enterprises LLC, a family business selling gardening/harvesting aprons, dedicating minimal time. He is also an officer in the Washington Air National Guard, spending about 10% of his time, typically after business hours.
Employment History
Current Registrations
Inland Financial Planning
Previous Registrations
Lodestone Wealth Management LLC
Financial Management, INC.
Northern Capital Management, INC.
Capital Retirement Plan Services, INC.
LPL Financial LLC
State Registrations3 states
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.