James Ripley
RAI Wealth Management · Placentia, California
James Ripley is a fee-only financial advisor at RAI Wealth Management in Placentia, California, who holds the CFP credential. RAI Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to James →
Facts
| Firm | RAI Wealth Management |
|---|---|
| Based in | Placentia, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $159.7M across 562 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, TX · CRD 1769858 |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.richeyadvisors.com |
| Profile |
How James's firm compares
- RAI Wealth Management's average account is about $284,000, from its Form ADV (assets managed divided by 562 accounts).
Request an introduction to James
Tell James a little about what you're looking for. James isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about James
Is James Ripley a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: James holds no broker registration, and RAI Wealth Management 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's firm, RAI Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is James Ripley based?
James Ripley is based in Placentia, California.
What credentials does James Ripley hold?
James Ripley holds the CFP credential.
Is James Ripley registered with the SEC?
Yes. James Ripley is registered as an investment adviser representative in CA and TX (CRD 1769858), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does RAI Wealth Management manage?
RAI Wealth Management reports $159.7M across 562 accounts in assets under management.
How do I contact James Ripley?
Through James's website, www.richeyadvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in California
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
- 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.
See something wrong? Request a correction. Read our methodology.