Richard Russo
Freedom Formula Wealth Management · Sacramento, California
Richard Russo is a fee-only financial advisor at Freedom Formula Wealth Management in Sacramento, California, who holds the CFP credential. Freedom Formula Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Freedom Formula Wealth Management |
|---|---|
| Based in | Sacramento, California |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $6.8M across 32 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, MI · CRD 6601024 |
| Exams passed | Series 63 (2016) · Series 65 (2016) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.skool.com/@kylehenris |
How Richard's firm compares
- Freedom Formula Wealth Management's average account is about $212,000, from its Form ADV (assets managed divided by 32 accounts).
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Questions about Richard
Is Richard Russo a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Richard holds no broker registration, and Freedom Formula 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, Freedom Formula Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Richard Russo based?
Richard Russo is based in Sacramento, California.
What credentials does Richard Russo hold?
Richard Russo holds the CFP credential.
Is Richard Russo registered with the SEC?
Yes. Richard Russo is registered as an investment adviser representative in CA and MI (CRD 6601024), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Freedom Formula Wealth Management manage?
Freedom Formula Wealth Management reports $6.8M across 32 accounts in assets under management.
How do I contact Richard Russo?
Through Richard's website, www.skool.com/@kylehenris.
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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