Richard Dubois
Dubois Wealth Management · St. Simons Island, Georgia
Richard Dubois is a fee-only financial advisor at Dubois Wealth Management in St. Simons Island, Georgia. Dubois Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Dubois Wealth Management |
|---|---|
| Based in | St. Simons Island, Georgia |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $5.9M across 44 accounts |
| SEC registration | Investment adviser representative in GA · CRD 1434130 |
| Exams passed | Series 63 (1985) · Series 65 (2018) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
| Profile |
How Richard's firm compares
- Dubois Wealth Management's average account is about $135,000, from its Form ADV (assets managed divided by 44 accounts).
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Questions about Richard
Is Richard Dubois a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Richard holds no broker registration, and Dubois 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, Dubois Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Richard Dubois based?
Richard Dubois is based in St. Simons Island, Georgia.
Is Richard Dubois registered with the SEC?
Yes. Richard Dubois is registered as an investment adviser representative in GA (CRD 1434130), 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 Dubois Wealth Management manage?
Dubois Wealth Management reports $5.9M across 44 accounts in assets under management.
How do I contact Richard Dubois?
Contact details aren't on file yet. Search for Dubois 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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