Richard Wilson is a registered investment advisor at Truthpoint Financial, LLC, based in Colorado Springs, CO, with 5 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 14 clients with $14M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
TruthPoint Financial's fees are based on a percentage of plan assets and vary depending on the services provided. The maximum advisory fee is 1.00% annually. In certain circumstances, a minimum annual fee of $500 will apply, but will not exceed 3% of the plan's account value.
Location
13395 Voyager Parkway, Suite 130-195, Colorado Springs, CO, 80921
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Richard is the managing member of Gardner Kidd Capital, LLC and owner of TruthPoint Financial, LLC.
Employment History
Current Registrations
Truthpoint Financial, LLC
State Registrations2 states
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