# Richard Bach

> Richard Bach is a fee-only financial advisor at Dash Investments in Plano, Texas. Richard charges a percentage of assets and focuses on retirement planning and tax planning.

Page: https://find.wellspent.co/advisors/richard-bach/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Dash Investments
- **Based in:** Plano, Texas
- **Fee model:** Percentage of assets
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $681.6M across 1,295 accounts
- **Specialties:** Retirement planning, Tax planning
- **CRD:** 7553870 (https://adviserinfo.sec.gov/individual/summary/7553870)
- **SEC registration:** Investment adviser representative in TX
- **Exams passed:** Series 65 (2022)
- **Firm size:** 9 employees
- **Disclosures:** None reported
- **Website:** https://www.dashinvestments.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Richard holds no broker registration, and Dash Investments 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 charges a percentage of assets.

### Where is Richard Bach based?

Richard Bach is based in Plano, Texas.

### What does Richard specialize in?

Richard's specialties include retirement planning and tax planning.

### Is Richard Bach registered with the SEC?

Yes. Richard Bach is registered as an investment adviser representative in TX (CRD 7553870), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Dash Investments manage?

Dash Investments reports $681.6M across 1,295 accounts in assets under management.

### How do I contact Richard Bach?

Through Richard's website, www.dashinvestments.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7553870): 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
- The firm's website (https://www.dashinvestments.com/): specialties, clients served, and fees, checked October 30, 2026

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