# Richard Anderton

> Richard Anderton is a fee-only financial advisor at Oxford Wealth Management in Lindon, Utah. Oxford Wealth Management reports charging a percentage of assets, fixed fees and performance-based fees on its Form ADV.

Page: https://find.wellspent.co/advisors/richard-anderton/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Oxford Wealth Management
- **Based in:** Lindon, Utah
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees; Performance-based fees
- **Assets under management (firm):** $109.6M across 66 accounts
- **CRD:** 4763564 (https://adviserinfo.sec.gov/individual/summary/4763564)
- **SEC registration:** Investment adviser representative in UT
- **Exams passed:** Series 65 (2023), Series 66 (2004)
- **Firm size:** 11 employees
- **Disclosures:** None reported

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Richard holds no broker registration, and Oxford 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, Oxford Wealth Management, reports charging a percentage of assets, fixed fees and performance-based fees on its SEC Form ADV.

### Where is Richard Anderton based?

Richard Anderton is based in Lindon, Utah.

### Is Richard Anderton registered with the SEC?

Yes. Richard Anderton is registered as an investment adviser representative in UT (CRD 4763564), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Oxford Wealth Management manage?

Oxford Wealth Management reports $109.6M across 66 accounts in assets under management.

### How do I contact Richard Anderton?

Contact details aren't on file yet. Search for Oxford Wealth Management.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4763564): 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

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