Richard Ambrose
Axia Wealth Management · Bend, Oregon
Richard Ambrose is a fee-only financial advisor at Axia Wealth Management in Bend, Oregon. Richard focuses on retirement planning and estate & legacy planning. Axia Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Axia Wealth Management |
|---|---|
| Based in | Bend, Oregon |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $148.0M across 484 accounts |
| SEC registration | Investment adviser representative in AZ, CA, OR, TX, WA · CRD 6255154 |
| Exams passed | Series 65 (2013) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.axiawealth.com |
| Profile |
How Richard's firm compares
- Axia Wealth Management's average account is about $306,000, from its Form ADV (assets managed divided by 484 accounts).
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Questions about Richard
Is Richard Ambrose a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Richard holds no broker registration, and Axia Wealth 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, Axia Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Richard Ambrose based?
Richard Ambrose is based in Bend, Oregon.
What does Richard specialize in?
Richard's specialties include retirement planning and estate & legacy planning.
Is Richard Ambrose registered with the SEC?
Yes. Richard Ambrose is registered as an investment adviser representative in AZ, CA, OR, TX and WA (CRD 6255154), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Axia Wealth Management manage?
Axia Wealth Management reports $148.0M across 484 accounts in assets under management.
How do I contact Richard Ambrose?
Through Richard's website, www.axiawealth.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
- Axia Wealth Management 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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