Emily Richard
Pallas Capital Advisors · Braintree, Massachusetts
Emily Richard is a fee-only financial advisor at Pallas Capital Advisors in Braintree, Massachusetts, who holds the CFA credential. Emily focuses on estate & legacy planning, retirement planning and small business owners. Pallas Capital Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Ultra high net worth
Facts
| Firm | Pallas Capital Advisors |
|---|---|
| Based in | Braintree, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $4.31B across 4,210 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in MA · CRD 7809253 |
| Exams passed | Series 66 (2023) |
| Firm size | 28 employees |
| Disclosures | None reported |
| Website | pallascapitaladvisors.com |
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Questions about Emily
Is Emily Richard a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Emily holds no broker registration, and Pallas Capital Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Emily charge for financial advice?
Emily's firm, Pallas Capital Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Emily Richard based?
Emily Richard is based in Braintree, Massachusetts.
What does Emily specialize in?
Emily's specialties include estate & legacy planning, retirement planning, small business owners and equity compensation. Emily works with ultra high net worth.
What credentials does Emily Richard hold?
Emily Richard holds the CFA credential.
Is Emily Richard registered with the SEC?
Yes. Emily Richard is registered as an investment adviser representative in MA (CRD 7809253), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Pallas Capital Advisors manage?
Pallas Capital Advisors reports $4.31B across 4,210 accounts in assets under management.
How do I contact Emily Richard?
Through Emily's website, pallascapitaladvisors.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
- Pallas Capital Advisors 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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