Richard Grbac
Strategic Advisory Services · Houston, Texas
Richard Grbac is a fee-only financial advisor at Strategic Advisory Services in Houston, Texas, who holds the CFP credential. Strategic Advisory Services reports charging a percentage of assets on its Form ADV.
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Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | Strategic Advisory Services |
|---|---|
| Based in | Houston, Texas |
| Fee model (firm's Form ADV) | Percentage of assets |
| Fees (firm's website) | A $250,000 asset minimum |
| Accepting new clients | Yes |
| Assets under management | $184.9M across 412 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in LA, TX · CRD 228224 |
| Exams passed | Series 63 (1982) |
| Firm size | 5 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.askstrategicadvisory.com |
How Richard's firm compares
- Strategic Advisory Services's average account is about $449,000, from its Form ADV (assets managed divided by 412 accounts).
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Questions about Richard
Is Richard Grbac a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Richard holds no broker registration, and Strategic Advisory Services 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, Strategic Advisory Services, reports charging a percentage of assets on its SEC Form ADV.
How much does Richard charge?
According to Strategic Advisory Services's website, checked October 30, 2026: a $250,000 asset minimum.
Where is Richard Grbac based?
Richard Grbac is based in Houston, Texas.
What credentials does Richard Grbac hold?
Richard Grbac holds the CFP credential.
Is Richard Grbac registered with the SEC?
Yes. Richard Grbac is registered as an investment adviser representative in LA and TX (CRD 228224), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Strategic Advisory Services manage?
Strategic Advisory Services reports $184.9M across 412 accounts in assets under management.
How do I contact Richard Grbac?
Through Richard's website, www.askstrategicadvisory.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
- Strategic Advisory Services 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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