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Advisor

Richard Blackston

Blackston Financial Advisory Group · The Villages, Florida

Richard Blackston is a fee-only financial advisor at Blackston Financial Advisory Group in The Villages, Florida. Blackston Financial Advisory Group reports charging a percentage of assets on its Form ADV.

Percentage of assets Fee-only

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Who they serve

  • Retirees
  • Pre-retirees

Facts

FirmBlackston Financial Advisory Group
Based in The Villages, Florida
Fee model (firm's Form ADV)Percentage of assets
Works virtuallyYes
Accepting new clientsYes
Assets under management$332.8M across 1,832 accounts
SEC registration Investment adviser representative in FL, IL, KY, LA, MI, NY, OH, PA, SC, TX, VA · CRD 6904997
Exams passedSeries 65 (2021)
Firm size17 employees
Disclosures Reported; see the SEC record
Websiteblackstonfinancialgroup.com

How Richard's firm compares

  • Blackston Financial Advisory Group's average account is about $182,000, from its Form ADV (assets managed divided by 1,832 accounts).

What fee-only advisors charge in Florida

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Questions about Richard

Is Richard Blackston a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Richard holds no broker registration, and Blackston Financial Advisory Group 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, Blackston Financial Advisory Group, reports charging a percentage of assets on its SEC Form ADV.

Does Richard work with clients virtually?

Yes. Blackston Financial Advisory Group says on its website that it works with clients remotely.

Where is Richard Blackston based?

Richard Blackston is based in The Villages, Florida.

Is Richard Blackston registered with the SEC?

Yes. Richard Blackston is registered as an investment adviser representative in FL, IL, KY, LA, MI, NY, OH, PA, SC, TX and VA (CRD 6904997), 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 Blackston Financial Advisory Group manage?

Blackston Financial Advisory Group reports $332.8M across 1,832 accounts in assets under management.

How do I contact Richard Blackston?

Through Richard's website, blackstonfinancialgroup.com.

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

Where this information comes from

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