Richard Bingaman is a registered investment advisor at Cs Planning CORP, based in Scottsdale, AZ, with 7 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 2,819 clients with $1.3B 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 $1.5M | 1.50% |
| $1.5M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.90% |
| $10M+ | 0.90% |
Fees negotiable above $10,000,000. Minimum fee: $15,000.00
Fee Estimator
Location
8777 East Via De Ventura, Suite 335, Scottsdale, AZ, 85258
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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 manages several businesses, including residential investment rentals (LR Strategic Rentals, LLC and LR Strategic Rentals Too LLC), CPA tax and business advisory services (REB CPA, PLLC), real estate property leasing (REB Strategic Investments, LLC), commercial and residential property leasing (LR Strategic Investments, LLC), and financial planning and investment asset management services (REB Private Wealth Management, PLLC). He spends about a quarter of his time on REB CPA, PLLC and a few hours per week on the other businesses.
Employment History
Current Registrations
Cs Planning CORP
Previous Registrations
Dynamic Wealth Advisors
State Registrations1 state
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