Richard Philipovich
Adair Wealth Management · Bellevue, Washington
Richard Philipovich is a fee-only financial advisor at Adair Wealth Management in Bellevue, Washington. Adair Wealth Management reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Adair Wealth Management |
|---|---|
| Based in | Bellevue, Washington |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $51.3M across 276 accounts |
| SEC registration | Investment adviser representative in CA, WA · CRD 7503034 |
| Exams passed | Series 65 (2022) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.adairwealth.com |
How Richard's firm compares
- Adair Wealth Management's average account is about $186,000, from its Form ADV (assets managed divided by 276 accounts).
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Questions about Richard
Is Richard Philipovich a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Richard holds no broker registration, and Adair 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's firm, Adair Wealth Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Richard Philipovich based?
Richard Philipovich is based in Bellevue, Washington.
Is Richard Philipovich registered with the SEC?
Yes. Richard Philipovich is registered as an investment adviser representative in CA and WA (CRD 7503034), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Adair Wealth Management manage?
Adair Wealth Management reports $51.3M across 276 accounts in assets under management.
How do I contact Richard Philipovich?
Through Richard's website, www.adairwealth.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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