Joshua Richardson
R&R Financial · Brea, California
Joshua Richardson is a fee-only financial advisor at R&R Financial in Brea, California, who holds the CFP credential. Joshua charges a percentage of assets.
Request an introduction to Joshua →
Facts
| Firm | R&R Financial |
|---|---|
| Based in | Brea, California |
| Fee model | Percentage of assets |
| Assets under management | $21.5M across 187 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, TX · CRD 7664016 |
| Exams passed | Series 65 (2022) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | rr-financial.com |
| Profile |
How Joshua's firm compares
- R&R Financial's average account is about $115,000, from its Form ADV (assets managed divided by 187 accounts).
Request an introduction to Joshua
Tell Joshua a little about what you're looking for. Joshua 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 Joshua
Is Joshua Richardson a fee-only financial advisor?
Yes. Joshua Richardson is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Joshua's firm.
How does Joshua charge for financial advice?
Joshua charges a percentage of assets.
Where is Joshua Richardson based?
Joshua Richardson is based in Brea, California.
What credentials does Joshua Richardson hold?
Joshua Richardson holds the CFP credential.
Is Joshua Richardson registered with the SEC?
Yes. Joshua Richardson is registered as an investment adviser representative in CA and TX (CRD 7664016), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does R&R Financial manage?
R&R Financial reports $21.5M across 187 accounts in assets under management.
How do I contact Joshua Richardson?
Through Joshua's website, rr-financial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- R&R Financial website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
See something wrong? Request a correction. Read our methodology.