Douglas Richardson
Fair Oaks Financial LLC · Fair Oaks Ranch, Texas
Douglas Richardson is a fee-only financial advisor at Fair Oaks Financial LLC in Fair Oaks Ranch, Texas, who holds the CFP credential. Fair Oaks Financial LLC reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Fair Oaks Financial LLC |
|---|---|
| Based in | Fair Oaks Ranch, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $25.1M across 102 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX · CRD 5945113 |
| Exams passed | Series 66 (2012) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Profile |
How Douglas's firm compares
- Fair Oaks Financial LLC's average account is about $246,000, from its Form ADV (assets managed divided by 102 accounts).
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Questions about Douglas
Is Douglas Richardson a fee-only financial advisor?
Yes. Douglas Richardson is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Douglas's firm.
How does Douglas charge for financial advice?
Douglas's firm, Fair Oaks Financial LLC, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Douglas Richardson based?
Douglas Richardson is based in Fair Oaks Ranch, Texas.
What credentials does Douglas Richardson hold?
Douglas Richardson holds the CFP credential.
Is Douglas Richardson registered with the SEC?
Yes. Douglas Richardson is registered as an investment adviser representative in TX (CRD 5945113), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Fair Oaks Financial LLC manage?
Fair Oaks Financial LLC reports $25.1M across 102 accounts in assets under management.
How do I contact Douglas Richardson?
Contact details aren't on file yet. Search for Fair Oaks Financial LLC.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Texas
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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