# Ian Richards

> Ian Richards is a fee-only financial advisor at CMH Wealth Management in Dallas, Texas. Ian charges an ongoing planning fee and focuses on retirement planning, estate & legacy planning and tax planning.

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

## Facts

- **Firm:** CMH Wealth Management
- **Based in:** Dallas, Texas
- **Fee model:** Ongoing planning fee
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $101.1M across 139 accounts
- **Specialties:** Retirement planning, Estate & legacy planning, Tax planning, Small business owners
- **Works with:** Founders, Multi-generational families
- **CRD:** 7470531 (https://adviserinfo.sec.gov/individual/summary/7470531)
- **SEC registration:** Investment adviser representative in TX
- **Exams passed:** Series 65 (2021)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** https://cmhwm.com

## Frequently asked questions

### Is Ian Richards a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Ian holds no broker registration, and CMH Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Ian charge for financial advice?

Ian charges an ongoing planning fee.

### Where is Ian Richards based?

Ian Richards is based in Dallas, Texas.

### What does Ian specialize in?

Ian's specialties include retirement planning, estate & legacy planning, tax planning and small business owners. Ian works with founders and multi-generational families.

### Is Ian Richards registered with the SEC?

Yes. Ian Richards is registered as an investment adviser representative in TX (CRD 7470531), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does CMH Wealth Management manage?

CMH Wealth Management reports $101.1M across 139 accounts in assets under management.

### How do I contact Ian Richards?

Through Ian's website, cmhwm.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7470531): 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://cmhwm.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.