Richard Nerad
Nerad + Deppe Wealth Management · La Jolla, California
Richard Nerad is a fee-only financial advisor at Nerad + Deppe Wealth Management in La Jolla, California. Richard charges a percentage of assets, an ongoing planning fee and hourly fees.
Request an introduction to Richard →
Who they serve
- High earners
Facts
| Firm | Nerad + Deppe Wealth Management |
|---|---|
| Based in | La Jolla, California |
| Fee model | Percentage of assets · Ongoing planning fee · Hourly |
| Accepting new clients | Yes |
| Assets under management | $176.3M across 613 accounts |
| SEC registration | Investment adviser representative in CA, TX · CRD 4666376 |
| Exams passed | Series 63 (2003) · Series 66 (2004) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.nd-wm.com |
How Richard's firm compares
- Nerad + Deppe Wealth Management's average account is about $288,000, from its Form ADV (assets managed divided by 613 accounts).
Request an introduction to Richard
Tell Richard a little about what you're looking for. Richard isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Richard
Is Richard Nerad a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Richard holds no broker registration, and Nerad + Deppe Wealth 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 charges a percentage of assets, an ongoing planning fee and hourly fees.
Where is Richard Nerad based?
Richard Nerad is based in La Jolla, California.
Is Richard Nerad registered with the SEC?
Yes. Richard Nerad is registered as an investment adviser representative in CA and TX (CRD 4666376), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Nerad + Deppe Wealth Management manage?
Nerad + Deppe Wealth Management reports $176.3M across 613 accounts in assets under management.
How do I contact Richard Nerad?
Through Richard's website, www.nd-wm.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
- Nerad + Deppe Wealth 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.
See something wrong? Request a correction. Read our methodology.