# Philip Richter

> Philip Richter is a fee-only financial advisor at Hollow Brook Wealth Management in Katonah, New York. Hollow Brook Wealth Management reports charging a percentage of assets, fixed fees and performance-based fees on its Form ADV.

Page: https://find.wellspent.co/advisors/philip-richter/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Hollow Brook Wealth Management
- **Based in:** Katonah, New York
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees; Performance-based fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $1.37B across 603 accounts
- **Works with:** Multi-generational families
- **CRD:** 4881470 (https://adviserinfo.sec.gov/individual/summary/4881470)
- **SEC registration:** Investment adviser representative in NY, TX
- **Exams passed:** Series 65 (2024), Series 66 (2005)
- **Firm size:** 18 employees
- **Disclosures:** None reported
- **Website:** https://www.hbwmllc.com

## Frequently asked questions

### Is Philip Richter a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Philip holds no broker registration, and Hollow Brook Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Philip charge for financial advice?

Philip's firm, Hollow Brook Wealth Management, reports charging a percentage of assets, fixed fees and performance-based fees on its SEC Form ADV.

### Where is Philip Richter based?

Philip Richter is based in Katonah, New York.

### Is Philip Richter registered with the SEC?

Yes. Philip Richter is registered as an investment adviser representative in NY and TX (CRD 4881470), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Hollow Brook Wealth Management manage?

Hollow Brook Wealth Management reports $1.37B across 603 accounts in assets under management.

### How do I contact Philip Richter?

Through Philip's website, www.hbwmllc.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4881470): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.hollowbrookllc.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.