RS
CFP
RS
CFP

Riley Saunders

5 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
27 advisors
Number of Clients
3,155 clients
Average Client Portfolio
$1.9M average
Assets Under Management
$6.0B

Fee Structure

Minimum Investment:$500K
Financial Planning:Included in AUM fee
Minimum Annual Fee:$6,000
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Location

8180 Greensboro Drive, Suite 1180, Mclean, VA, 22102

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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

Riley works full-time as a Financial Planning Services Manager at Cassaday & Co Wealth Management, LLC. Riley also works as a notary for Cassaday & Company, spending minimal time on this activity.

Employment History
Current Registrations
Cassaday & Company, INC.
July 2023 - Present · 2 yrs 7 mos
Osaic Wealth, INC.Broker
March 2020 - Present · 5 yrs 11 mos
Previous Registrations
Osaic Wealth, INC.
March 2020 - April 2024 · 4 yrs 1 mo
State Registrations1 state
VA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.