Adam Rich
Schlindwein Associates · Dallas, Texas
Adam Rich is a fee-only financial advisor at Schlindwein Associates in Dallas, Texas. Schlindwein Associates reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Schlindwein Associates |
|---|---|
| Based in | Dallas, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $167.1M across 363 accounts |
| SEC registration | Investment adviser representative in IL, TX · CRD 2952627 |
| Exams passed | Series 63 (2008) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.sallc.com |
| Profile |
How Adam's firm compares
- Schlindwein Associates's average account is about $460,000, from its Form ADV (assets managed divided by 363 accounts).
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Questions about Adam
Is Adam Rich a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Adam holds no broker registration, and Schlindwein Associates reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Adam charge for financial advice?
Adam's firm, Schlindwein Associates, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Adam Rich based?
Adam Rich is based in Dallas, Texas.
Is Adam Rich registered with the SEC?
Yes. Adam Rich is registered as an investment adviser representative in IL and TX (CRD 2952627), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Schlindwein Associates manage?
Schlindwein Associates reports $167.1M across 363 accounts in assets under management.
How do I contact Adam Rich?
Through Adam's website, www.sallc.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Dallas
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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