Richard Francis
Cygnet Investment · Walpole, New Hampshire
Richard Francis is a fee-only financial advisor at Cygnet Investment in Walpole, New Hampshire. Cygnet Investment reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Cygnet Investment |
|---|---|
| Based in | Walpole, New Hampshire |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $15.7M across 13 accounts |
| SEC registration | Investment adviser representative in NH · CRD 4687682 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Profile |
How Richard's firm compares
- Cygnet Investment's average account is about $1.2 million, from its Form ADV (assets managed divided by 13 accounts).
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Questions about Richard
Is Richard Francis a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Richard holds no broker registration, and Cygnet Investment 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, Cygnet Investment, reports charging a percentage of assets on its SEC Form ADV.
Where is Richard Francis based?
Richard Francis is based in Walpole, New Hampshire.
Is Richard Francis registered with the SEC?
Yes. Richard Francis is registered as an investment adviser representative in NH (CRD 4687682), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Cygnet Investment manage?
Cygnet Investment reports $15.7M across 13 accounts in assets under management.
How do I contact Richard Francis?
Contact details aren't on file yet. Search for Cygnet Investment.
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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