Richard Fenger
Fenger Financial · Mesa, Arizona
Richard Fenger is a fee-only financial advisor at Fenger Financial in Mesa, Arizona, who holds the CFP credential. Fenger Financial reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Fenger Financial |
|---|---|
| Based in | Mesa, Arizona |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $24.6M across 138 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in AZ · CRD 2823225 |
| Exams passed | Series 63 (1997) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.fengerfinancial.com |
| Profile |
How Richard's firm compares
- Fenger Financial's average account is about $178,000, from its Form ADV (assets managed divided by 138 accounts).
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Questions about Richard
Is Richard Fenger a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Richard holds no broker registration, and Fenger Financial 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, Fenger Financial, reports charging a percentage of assets on its SEC Form ADV.
Where is Richard Fenger based?
Richard Fenger is based in Mesa, Arizona.
What credentials does Richard Fenger hold?
Richard Fenger holds the CFP credential.
Is Richard Fenger registered with the SEC?
Yes. Richard Fenger is registered as an investment adviser representative in AZ (CRD 2823225), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Fenger Financial manage?
Fenger Financial reports $24.6M across 138 accounts in assets under management.
How do I contact Richard Fenger?
Through Richard's website, www.fengerfinancial.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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