Richard Anderton
Oxford Wealth Management · Lindon, Utah
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.
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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 | $109.6M across 66 accounts |
| SEC registration | Investment adviser representative in UT · CRD 4763564 |
| Exams passed | Series 65 (2023) · Series 66 (2004) |
| Firm size | 11 employees |
| Disclosures | None reported |
How Richard's firm compares
- Oxford Wealth Management's average account is about $1.7 million, from its Form ADV (assets managed divided by 66 accounts).
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Questions about Richard
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.
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
- 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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