# Richard Alston

> Richard Alston is a fee-only financial advisor at New Dimensions Wealth Management, LLC in Allen, Texas, who holds the CFP and MA credentials. Richard charges a percentage of assets and a flat fee or retainer.

Page: https://find.wellspent.co/advisors/richard-alston/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** New Dimensions Wealth Management, LLC
- **Based in:** Allen, Texas
- **Fee model:** Percentage of assets; Flat fee or retainer
- **Assets under management (firm):** $181.5M across 508 accounts
- **Credentials:** CFP, MA
- **CRD:** 3070449 (https://adviserinfo.sec.gov/individual/summary/3070449)
- **SEC registration:** Investment adviser representative in NH, TX
- **Exams passed:** Series 63 (1998)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** http://ndwealth.com

## Frequently asked questions

### Is Richard Alston a fee-only financial advisor?

Yes. Richard Alston is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Richard's firm.

### How does Richard charge for financial advice?

Richard charges a percentage of assets and a flat fee or retainer.

### Where is Richard Alston based?

Richard Alston is based in Allen, Texas.

### What credentials does Richard Alston hold?

Richard Alston holds the CFP and MA credentials.

### Is Richard Alston registered with the SEC?

Yes. Richard Alston is registered as an investment adviser representative in NH and TX (CRD 3070449), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does New Dimensions Wealth Management, LLC manage?

New Dimensions Wealth Management, LLC reports $181.5M across 508 accounts in assets under management.

### How do I contact Richard Alston?

Through Richard's website, ndwealth.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/6734): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://ndwealth.com/): specialties, clients served, and fees, checked October 28, 2026

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