Richard Dexter
Spartan Planning · Greensboro, North Carolina
Richard Dexter is a fee-only financial advisor at Spartan Planning in Greensboro, North Carolina. Richard focuses on retirement planning, estate & legacy planning and tax planning. Spartan Planning reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Founders
- Executives
- Retirees
Facts
| Firm | Spartan Planning |
|---|---|
| Based in | Greensboro, North Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $383.7M across 1,006 accounts |
| SEC registration | Investment adviser representative in NC · CRD 7820173 |
| Exams passed | Series 65 (2023) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.spartanplanninggroup.com |
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Questions about Richard
Is Richard Dexter a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Richard holds no broker registration, and Spartan Planning 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, Spartan Planning, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Richard Dexter based?
Richard Dexter is based in Greensboro, North Carolina.
What does Richard specialize in?
Richard's specialties include retirement planning, estate & legacy planning, tax planning and founders (pre-exit). Richard works with founders, executives and retirees.
Is Richard Dexter registered with the SEC?
Yes. Richard Dexter is registered as an investment adviser representative in NC (CRD 7820173), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Spartan Planning manage?
Spartan Planning reports $383.7M across 1,006 accounts in assets under management.
How do I contact Richard Dexter?
Through Richard's website, www.spartanplanninggroup.com.
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
- Spartan Planning website : specialties, clients served, and fees, checked October 30, 2026
- 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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