DR
DR

Dalton Michael Richards

9 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
31 advisors
Number of Clients
2,524 clients
Average Client Portfolio
$490K average
Assets Under Management
$1.2B

Fee Structure

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Location

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Dalton is a registered investment advisor hybrid at Balefire, LLC, dedicating full-time hours to this role since 2016. He also works as an agent for Lion Street Insurance selling non-variable, fixed/traditional insurance products for a few hours per week, and owns DAR Holdings LLC, a holding company for future real estate rental income.

Employment History
Current Registrations
Balefire, LLC
January 2024 - Present · 2 yrs 1 mo
Previous Registrations
Fuse Partners, LLC
January 2017 - December 2023 · 6 yrs 11 mos
LPL Financial LLCBroker
June 2016 - June 2022 · 6 yrs
State Registrations5 states
CAMOMTSDTX
Advisor
Exams
No exam information available for this advisor.