Richard Fein
Fein Advisor · Cincinnati, Ohio
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.
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Specialties
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 |
| SEC registration | Investment adviser representative in OH · CRD 4744171 |
| Exams passed | Series 65 (2004) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.feinadvisors.com |
How Richard's firm compares
- A one-time plan starts at $250, below the Ohio median of $1,500 for fee-only firms that publish prices.
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Questions about Richard
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.
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
- Fein Advisor 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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