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Advisor

Richard Barber

Provident Living Financial Services · Lehi, Utah

Richard Barber is a fee-only financial advisor at Provident Living Financial Services in Lehi, Utah. Richard charges hourly fees and an ongoing planning fee.

HourlyOngoing planning fee Fee-only

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Facts

FirmProvident Living Financial Services
Based in Lehi, Utah
Fee modelHourly · Ongoing planning fee
Assets under management$158.1M across 408 accounts
SEC registration Investment adviser representative in CA, ID, TX, UT · CRD 4566084
Exams passedSeries 66 (2002)
Firm size3 employees
Disclosures Reported; see the SEC record
Websitewww.getprovident.com

How Richard's firm compares

  • Provident Living Financial Services's average account is about $388,000, from its Form ADV (assets managed divided by 408 accounts).

What fee-only advisors charge in Utah

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Questions about Richard

Is Richard Barber a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Richard holds no broker registration, and Provident Living Financial Services 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 hourly fees and an ongoing planning fee.

Where is Richard Barber based?

Richard Barber is based in Lehi, Utah.

Is Richard Barber registered with the SEC?

Yes. Richard Barber is registered as an investment adviser representative in CA, ID, TX and UT (CRD 4566084), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

How much does Provident Living Financial Services manage?

Provident Living Financial Services reports $158.1M across 408 accounts in assets under management.

How do I contact Richard Barber?

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

What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms

Where this information comes from

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