# David Richmond

> David Richmond is a fee-only financial advisor at Richmond Brothers in Jackson, Michigan, who holds the ChFC credential. David focuses on retirement planning. Richmond Brothers reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/david-richmond/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Richmond Brothers
- **Based in:** Jackson, Michigan
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $240.6M across 1,866 accounts
- **Credentials:** ChFC
- **Specialties:** Retirement planning
- **Works with:** Retirees, Pre-retirees
- **CRD:** 2256619 (https://adviserinfo.sec.gov/individual/summary/2256619)
- **SEC registration:** Investment adviser representative in FL, MI, NC, OH, TX
- **Exams passed:** Series 63 (1992), Series 65 (1997)
- **Firm size:** 20 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** https://www.richmondbrothers.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Richmond Brothers 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, Richmond Brothers, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is David Richmond based?

David Richmond is based in Jackson, Michigan.

### What does David specialize in?

David's specialties include retirement planning. David works with retirees and pre-retirees.

### What credentials does David Richmond hold?

David Richmond holds the ChFC credential.

### Is David Richmond registered with the SEC?

Yes. David Richmond is registered as an investment adviser representative in FL, MI, NC, OH and TX (CRD 2256619), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does Richmond Brothers manage?

Richmond Brothers reports $240.6M across 1,866 accounts in assets under management.

### How do I contact David Richmond?

Through David's website, www.richmondbrothers.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2256619): 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
- The firm's website (https://richmondbrothers.com/): specialties, clients served, and fees, checked October 30, 2026

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