Dustin Richards is a registered investment advisor at Thepartners Wealth Management, based in Carmel By the Sea, CA, with 2 years of industry experience. Dustin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 5,276 clients with $450M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
ThePARTNERS charges an annual fee based on the value of your investments. This fee can be up to 2.99%, depending on the amount you invest, the complexity of services, and your overall relationship with ThePARTNERS. You may also pay a platform fee of up to 0.25% annually for wrap fee program accounts, covering transaction fees and reporting. Additional fees may apply for third-party model providers or outside managers, potentially reaching up to 1% annually.
Location
Nw Corner Ocean Avenue and Mission Street, Second Level, Carmel By the Sea, CA, 93921
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Dustin owns Dustin Richards CPA PLC, a CPA firm established in February 2019, where he prepares tax forms, performs auditing, and provides general accounting services. Dustin works full-time at this firm.
Employment History
Current Registrations
Thepartners Wealth Management
Previous Registrations
Summit Global Investments, LLC
State Registrations1 state
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