Richard Alpert
Raub Brock Capital Management · Larkspur, California
Richard Alpert is a fee-only financial advisor at Raub Brock Capital Management in Larkspur, California, who holds the CFP credential. Raub Brock Capital Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Raub Brock Capital Management |
|---|---|
| Based in | Larkspur, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $2.93B across 6,352 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, TX · CRD 4487716 |
| Exams passed | Series 63 (2002) · Series 65 (2004) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.raubbrock.com |
| Profile |
How Richard's firm compares
- Raub Brock Capital Management's average account is about $461,000, from its Form ADV (assets managed divided by 6,352 accounts).
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Questions about Richard
Is Richard Alpert a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Richard holds no broker registration, and Raub Brock Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Richard charge for financial advice?
Richard's firm, Raub Brock Capital Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Richard Alpert based?
Richard Alpert is based in Larkspur, California.
What credentials does Richard Alpert hold?
Richard Alpert holds the CFP credential.
Is Richard Alpert registered with the SEC?
Yes. Richard Alpert is registered as an investment adviser representative in CA and TX (CRD 4487716), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Raub Brock Capital Management manage?
Raub Brock Capital Management reports $2.93B across 6,352 accounts in assets under management.
How do I contact Richard Alpert?
Through Richard's website, www.raubbrock.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Larkspur
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.
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