Ian Richards
CMH Wealth Management · Dallas, Texas
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.
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Specialties
Who they serve
- Founders
- Multi-generational families
Facts
| Firm | CMH Wealth Management |
|---|---|
| Based in | Dallas, Texas |
| Fee model | Ongoing planning fee |
| Accepting new clients | Yes |
| Assets under management | $101.1M across 139 accounts |
| SEC registration | Investment adviser representative in TX · CRD 7470531 |
| Exams passed | Series 65 (2021) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | cmhwm.com |
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Questions about Ian
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.
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
- CMH Wealth Management 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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