# David Rich

> David Rich is a fee-only financial advisor at Rich & Company in Milton, Georgia. Rich & Company reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/david-rich/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Rich & Company
- **Based in:** Milton, Georgia
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $20.9M across 23 accounts
- **CRD:** 7812942 (https://adviserinfo.sec.gov/individual/summary/7812942)
- **SEC registration:** Investment adviser representative in GA
- **Exams passed:** Series 65 (2023)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** https://richcoadvisors.com/

## Frequently asked questions

### Is David Rich a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Rich & Company reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does David charge for financial advice?

David's firm, Rich & Company, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is David Rich based?

David Rich is based in Milton, Georgia.

### Is David Rich registered with the SEC?

Yes. David Rich is registered as an investment adviser representative in GA (CRD 7812942), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Rich & Company manage?

Rich & Company reports $20.9M across 23 accounts in assets under management.

### How do I contact David Rich?

Through David's website, richcoadvisors.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7812942): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.