Richard Dearinger
Richard Dearinger is a registered investment advisor at Osaic Wealth, INC., based in Columbia, SC, with 11 years of industry experience. Richard 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, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
Columbia, SC
Get directionsHistory
Regulatory History (2)
Customer Dispute
December 2019Customer Dispute
August 2019Other Business Activities
Richard is involved in three outside business activities. He owns Rebel Soul, a holding company for the office building his firm occupies, spends about a quarter of his time on One11 Advisory as a DBA for his LPL business, and owns Crazy Hare Woodworking as a side business.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Ifg Advisory, LLC
Invest Financial Corporation
Invest Financial CorporationBroker
State Registrations15 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.