Richard Rifredi is a registered investment advisor at Los Gatos Financial LLC, based in Los Gatos, CA, with 2 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, Retirement Planning, Tax Planning.
Compensation
Firm Size
IM Fee
Fee Structure
Los Gatos Financial offers ongoing financial planning and coaching for an annual fee of $360 - $3000, billed every 90 days or per meeting. This includes access to online financial planning software, coaching via phone, video call, or email, and up to four in-person meetings to review or update your financial plan.
- Financial Planning Services - Offered based on an hourly fee of $250 per hour or a fixed fee between $400 and $4,000, depending on complexity and client needs.
- Portfolio Review - Offered on a fixed fee basis. The fee for this service is $250 - $2,500 based on complexity of the portfolio.
Location
236 N. Santa Cruz Ave., Ste 207, Los Gatos, CA, 95030
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Los Gatos Financial LLC
State Registrations1 state
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