Richard Feight
IAM Financial, LLC · East Lansing, Michigan
Richard Feight is a fee-only financial advisor at IAM Financial, LLC in East Lansing, Michigan, who holds the CFP and EA credentials. Richard focuses on retirement planning, small business owners and founders (pre-exit). IAM Financial, LLC reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Retirees
- Pre-retirees
- High earners
Facts
| Firm | IAM Financial, LLC |
|---|---|
| Based in | East Lansing, Michigan |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $40.6M across 23 accounts |
| Credentials | CFP · EA |
| SEC registration | Investment adviser representative in MI · CRD 2883774 |
| Exams passed | Series 63 (1997) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | iam-financial.com |
| Profile |
How Richard's firm compares
- IAM Financial, LLC's average account is about $1.8 million, from its Form ADV (assets managed divided by 23 accounts).
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Questions about Richard
Is Richard Feight a fee-only financial advisor?
Yes. Richard Feight is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Richard's firm.
How does Richard charge for financial advice?
Richard's firm, IAM Financial, LLC, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Richard Feight based?
Richard Feight is based in East Lansing, Michigan.
What does Richard specialize in?
Richard's specialties include retirement planning, small business owners, founders (pre-exit) and tax planning. Richard works with retirees, pre-retirees and high earners.
What credentials does Richard Feight hold?
Richard Feight holds the CFP and EA credentials.
Is Richard Feight registered with the SEC?
Yes. Richard Feight is registered as an investment adviser representative in MI (CRD 2883774), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does IAM Financial, LLC manage?
IAM Financial, LLC reports $40.6M across 23 accounts in assets under management.
How do I contact Richard Feight?
Through Richard's website, iam-financial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- IAM Financial, LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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