# Richard Seeger

> Richard Seeger is a fee-only financial advisor at R. Seeger Wealth Management in Lindenhurst, New York, who holds the CFP credential. Richard focuses on retirement planning, estate & legacy planning and family wealth transfer. R. Seeger Wealth Management reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/richard-seeger/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** R. Seeger Wealth Management
- **Based in:** Lindenhurst, New York
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $72.1M across 67 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Estate & legacy planning, Family wealth transfer
- **CRD:** 2804740 (https://adviserinfo.sec.gov/individual/summary/2804740)
- **SEC registration:** Investment adviser representative in NY, TX
- **Exams passed:** Series 63 (1997), Series 66 (2005)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://www.rseegerwealthmanagement.com

## Frequently asked questions

### Is Richard Seeger a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Richard holds no broker registration, and R. Seeger 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, R. Seeger Wealth Management, reports charging a percentage of assets on its SEC Form ADV.

### Where is Richard Seeger based?

Richard Seeger is based in Lindenhurst, New York.

### What does Richard specialize in?

Richard's specialties include retirement planning, estate & legacy planning and family wealth transfer.

### What credentials does Richard Seeger hold?

Richard Seeger holds the CFP credential.

### Is Richard Seeger registered with the SEC?

Yes. Richard Seeger is registered as an investment adviser representative in NY and TX (CRD 2804740), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does R. Seeger Wealth Management manage?

R. Seeger Wealth Management reports $72.1M across 67 accounts in assets under management.

### How do I contact Richard Seeger?

Through Richard's website, www.rseegerwealthmanagement.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2804740): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://rseegerwealthmanagement.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.