Richard Fruth
Fruth Investment Management · Houston, Texas
Richard Fruth is a fee-only financial advisor at Fruth Investment Management in Houston, Texas. Richard focuses on retirement planning, estate & legacy planning and family wealth transfer. Fruth Investment Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- High earners
- Multi-generational families
Facts
| Firm | Fruth Investment Management |
|---|---|
| Based in | Houston, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $417.8M across 403 accounts |
| SEC registration | Investment adviser representative in TX · CRD 215242 |
| Exams passed | Series 63 (1979) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.rjfruth.com |
How Richard's firm compares
- Fruth Investment Management's average account is about $1.0 million, from its Form ADV (assets managed divided by 403 accounts).
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Questions about Richard
Is Richard Fruth a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Richard holds no broker registration, and Fruth Investment Management 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, Fruth Investment Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Richard Fruth based?
Richard Fruth is based in Houston, Texas.
What does Richard specialize in?
Richard's specialties include retirement planning, estate & legacy planning and family wealth transfer. Richard works with high earners and multi-generational families.
Is Richard Fruth registered with the SEC?
Yes. Richard Fruth is registered as an investment adviser representative in TX (CRD 215242), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Fruth Investment Management manage?
Fruth Investment Management reports $417.8M across 403 accounts in assets under management.
How do I contact Richard Fruth?
Through Richard's website, www.rjfruth.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
- Fruth Investment Management 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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