Richard Fangen
Cimarron Wealth Management · Montrose, Colorado
Richard Fangen is a fee-only financial advisor at Cimarron Wealth Management in Montrose, Colorado, who holds the ChFC credential. Cimarron Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Cimarron Wealth Management |
|---|---|
| Based in | Montrose, Colorado |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $327.3M across 574 accounts |
| Credentials | ChFC |
| SEC registration | Investment adviser representative in ID, WA · CRD 1708819 |
| Exams passed | Series 63 (1987) · Series 65 (1999) |
| Firm size | 14 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.wealthwithapurpose.com |
How Richard's firm compares
- Cimarron Wealth Management's average account is about $570,000, from its Form ADV (assets managed divided by 574 accounts).
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Questions about Richard
Is Richard Fangen a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Richard holds no broker registration, and Cimarron 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, Cimarron Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Richard Fangen based?
Richard Fangen is based in Montrose, Colorado.
What credentials does Richard Fangen hold?
Richard Fangen holds the ChFC credential.
Is Richard Fangen registered with the SEC?
Yes. Richard Fangen is registered as an investment adviser representative in ID and WA (CRD 1708819), 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 Cimarron Wealth Management manage?
Cimarron Wealth Management reports $327.3M across 574 accounts in assets under management.
How do I contact Richard Fangen?
Through Richard's website, www.wealthwithapurpose.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
- 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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