David Richmond
Richmond Brothers · Jackson, Michigan
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.
Request an introduction to David →
Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | Richmond Brothers |
|---|---|
| Based in | Jackson, Michigan |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $240.6M across 1,866 accounts |
| Credentials | ChFC |
| SEC registration | Investment adviser representative in FL, MI, NC, OH, TX · CRD 2256619 |
| Exams passed | Series 63 (1992) · Series 65 (1997) |
| Firm size | 20 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.richmondbrothers.com |
| Profile |
How David's firm compares
- Richmond Brothers's average account is about $129,000, from its Form ADV (assets managed divided by 1,866 accounts).
Request an introduction to David
Tell David a little about what you're looking for. David isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about David
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
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
- Richmond Brothers website : specialties, clients served, and fees, checked October 30, 2026
- 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.
See something wrong? Request a correction. Read our methodology.