# Richard Fein

> Richard Fein is a fee-only financial advisor at Fein Advisor in Cincinnati, Ohio, who holds the CFP credential. Richard charges a flat fee or retainer (one-time plans from $250) and focuses on retirement planning and estate & legacy planning.

Page: https://find.wellspent.co/advisors/richard-fein/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Fein Advisor
- **Based in:** Cincinnati, Ohio
- **Fee model:** Flat fee or retainer
- **Fees (firm's website):** one-time plans from $250
- **Credentials:** CFP
- **Specialties:** Retirement planning, Estate & legacy planning
- **CRD:** 4744171 (https://adviserinfo.sec.gov/individual/summary/4744171)
- **SEC registration:** Investment adviser representative in OH
- **Exams passed:** Series 65 (2004)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://www.feinadvisors.com

## Frequently asked questions

### Is Richard Fein a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Richard holds no broker registration, and Fein Advisor 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 charges a flat fee or retainer.

### How much does Richard charge?

According to Fein Advisor's website, checked October 30, 2026: one-time plans from $250.

### Where is Richard Fein based?

Richard Fein is based in Cincinnati, Ohio.

### What does Richard specialize in?

Richard's specialties include retirement planning and estate & legacy planning.

### What credentials does Richard Fein hold?

Richard Fein holds the CFP credential.

### Is Richard Fein registered with the SEC?

Yes. Richard Fein is registered as an investment adviser representative in OH (CRD 4744171), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How do I contact Richard Fein?

Through Richard's website, www.feinadvisors.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4744171): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.feinadvisors.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.
