Ian Richards is a registered investment advisor at Cmh Wealth Management, based in Dallas, TX, with 4 years of industry experience. Ian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 68 clients with $100M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
CMH Wealth Management charges a fixed fee between $2,400 and $20,000 for creating a financial plan. The final fee is negotiated with the client.
Location
17304 Preston Road, Suite 1350, Dallas, TX, 75252
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Cmh Wealth Management
Previous Registrations
Service Academy Capital Management LLC
State Registrations1 state
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