Richard Alston
New Dimensions Wealth Management, LLC · Allen, Texas
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.
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Facts
| Firm | New Dimensions Wealth Management, LLC |
|---|---|
| Based in | Allen, Texas |
| Fee model | Percentage of assets · Flat fee or retainer |
| Assets under management | $181.5M across 508 accounts |
| Credentials | CFP · MA |
| SEC registration | Investment adviser representative in NH, TX · CRD 3070449 |
| Exams passed | Series 63 (1998) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | ndwealth.com |
How Richard's firm compares
- New Dimensions Wealth Management, LLC's average account is about $357,000, from its Form ADV (assets managed divided by 508 accounts).
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Questions about Richard
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Allen
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- New Dimensions Wealth Management, LLC 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.
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