James Richter
Monotelo Wealth Partners · Elgin, Illinois
James Richter is a fee-only financial advisor at Monotelo Wealth Partners in Elgin, Illinois, who holds the CFP credential. James charges an ongoing planning fee and focuses on founders (pre-exit) and tax planning.
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Specialties
Who they serve
- Founders
- Ultra high net worth
- Multi-generational families
Facts
| Firm | Monotelo Wealth Partners |
|---|---|
| Based in | Elgin, Illinois |
| Fee model | Ongoing planning fee |
| Accepting new clients | Yes |
| Assets under management | $40M across 85 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in IL · CRD 3092566 |
| Exams passed | Series 66 (1998) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | monotelowealthpartners.com |
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Questions about James
Is James Richter a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: James holds no broker registration, and Monotelo Wealth Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does James charge for financial advice?
James charges an ongoing planning fee.
Where is James Richter based?
James Richter is based in Elgin, Illinois.
What does James specialize in?
James's specialties include founders (pre-exit) and tax planning. James works with founders, ultra high net worth and multi-generational families.
What credentials does James Richter hold?
James Richter holds the CFP credential.
Is James Richter registered with the SEC?
Yes. James Richter is registered as an investment adviser representative in IL (CRD 3092566), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Monotelo Wealth Partners manage?
Monotelo Wealth Partners reports $40M across 85 accounts in assets under management.
How do I contact James Richter?
Through James's website, monotelowealthpartners.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
- Monotelo Wealth Partners 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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