Anna Richardson

Allworth Financial, L.P.

3 Years of Experience

View SEC Summary

Areas of Practice

Retirement PlanningInvestment ManagementFinancial Planning & CoachingTax PlanningEstate Planning

Allworth Financial, L.P.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

310 advisors

Number of Clients

26,325 clients

Average Client Portfolio

$953K average

Assets Under Management

$25.1B

Fee Structure

Financial Planning:Included in AUM fee

Minimum Annual Fee:$2,500

Location

340 Palladio Pkwy., Suite 501, Folsom, CA, 95630

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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.

Employment History

Current Registrations

Allworth Financial, L.P.

April 2023 - Present · 2 yrs 10 mos

Previous Registrations

Affinity Financial Advisors

March 2022 - August 2023 · 1 yr 5 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.