DR
DR

Dustin T Richards

2 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningEducation PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
31 advisors
Number of Clients
5,276 clients
Average Client Portfolio
$86K average
Assets Under Management
$454.5M

Fee Structure

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Location

Nw Corner Ocean Avenue and Mission Street, Second Level, Carmel By the Sea, CA, 93921

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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

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
December 2024 - Present · 1 yr 2 mos
Previous Registrations
Summit Global Investments, LLC
November 2023 - December 2024 · 1 yr 1 mo
State Registrations1 state
AZ
Advisor
Exams
No exam information available for this advisor.