Douglas Richards
Crest Financial · Elmira, Oregon
Douglas Richards is a fee-only financial advisor at Crest Financial in Elmira, Oregon, who holds the CFP and ChFC credentials. Douglas charges a flat fee or retainer and hourly fees and focuses on estate & legacy planning and retirement planning.
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Specialties
Facts
| Firm | Crest Financial |
|---|---|
| Based in | Elmira, Oregon |
| Fee model | Flat fee or retainer · Hourly |
| Assets under management | $45.1M across 151 accounts |
| Credentials | CFP · ChFC |
| SEC registration | Investment adviser representative in OR · CRD 2356765 |
| Exams passed | Series 63 (1993) · Series 65 (1999) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.crestfinancialllc.com |
How Douglas's firm compares
- Crest Financial's average account is about $298,000, from its Form ADV (assets managed divided by 151 accounts).
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Questions about Douglas
Is Douglas Richards a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Douglas holds no broker registration, and Crest Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Douglas charge for financial advice?
Douglas charges a flat fee or retainer and hourly fees.
Where is Douglas Richards based?
Douglas Richards is based in Elmira, Oregon.
What does Douglas specialize in?
Douglas's specialties include estate & legacy planning and retirement planning.
What credentials does Douglas Richards hold?
Douglas Richards holds the CFP and ChFC credentials.
Is Douglas Richards registered with the SEC?
Yes. Douglas Richards is registered as an investment adviser representative in OR (CRD 2356765), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Crest Financial manage?
Crest Financial reports $45.1M across 151 accounts in assets under management.
How do I contact Douglas Richards?
Through Douglas's website, www.crestfinancialllc.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
- Crest Financial 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.
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