Neal Richards
Axiom Wealth Strategies · Bend, Oregon
Neal Richards is a fee-only financial advisor at Axiom Wealth Strategies in Bend, Oregon. Neal focuses on retirement planning, estate & legacy planning and small business owners. Axiom Wealth Strategies reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Pre-retirees
Facts
| Firm | Axiom Wealth Strategies |
|---|---|
| Based in | Bend, Oregon |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $124.7M across 283 accounts |
| SEC registration | Investment adviser representative in ID, OR, TX, WA · CRD 5426580 |
| Exams passed | Series 63 (2008) · Series 66 (2012) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.axiomwealthstrategies.com |
| Profile |
How Neal's firm compares
- Axiom Wealth Strategies's average account is about $441,000, from its Form ADV (assets managed divided by 283 accounts).
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Questions about Neal
Is Neal Richards a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Neal holds no broker registration, and Axiom Wealth Strategies reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Neal charge for financial advice?
Neal's firm, Axiom Wealth Strategies, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Neal Richards based?
Neal Richards is based in Bend, Oregon.
What does Neal specialize in?
Neal's specialties include retirement planning, estate & legacy planning and small business owners. Neal works with pre-retirees.
Is Neal Richards registered with the SEC?
Yes. Neal Richards is registered as an investment adviser representative in ID, OR, TX and WA (CRD 5426580), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Axiom Wealth Strategies manage?
Axiom Wealth Strategies reports $124.7M across 283 accounts in assets under management.
How do I contact Neal Richards?
Through Neal's website, www.axiomwealthstrategies.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
- Axiom Wealth Strategies 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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