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RICHARDS FINANCIAL PLANNING, LLC
CRD 306087
15923 PINYON CREEK DRIVE, HOUSTON, TX, 77095, United States
Phone
713-320-6124
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$330K
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; RETAINER FEE
Org form
Limited Liability Company
Filing date
2025-10-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 2 | $330K |
All web addresses on file
Official SEC filing: View on IAPD