RA
CFP
RA
CFP

Richard Armstrong

6 Years of Experience
Wildwood, MO

Richard Armstrong is a CFP-designated registered investment advisor at Faith Investor Services, based in Wildwood, MO, with 6 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 271 clients with $200M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
4 advisors
Number of Clients
271 clients
Average Client Portfolio
$726K average
Assets Under Management
$196.8M

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $3.0M1.60%
$3.0M - $5.0M1.50%
$5.0M - $7.5M1.25%
$7.5M+1.00%

All fees are negotiable. Fees for not-for-profit and institutional clients are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Wildwood, MO

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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

Richard is an instructor for Dalton Education by CeriFi, teaching CFP courses since March 2023. He also teaches financial literacy to the military for Magellan Federal since March 2025; neither activity is investment-related.

Employment History
Current Registrations
Faith Investor Services
April 2025 - Present · 1 yr 1 mo
Previous Registrations
Moneta Group Investment Advisors, LLC
May 2023 - March 2025 · 1 yr 10 mos
Triune Financial Partners, LLC
December 2020 - March 2023 · 2 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
December 2019 - November 2020 · 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2019 - November 2020 · 1 yr 1 mo
State Registrations1 state
MO
Advisor

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.

Exams
No exam information available for this advisor.
Richard Armstrong - Financial Advisor | TrueAdvisor