Richard Shaw
QVM Group · South Glastonbury, Connecticut
Richard Shaw is a fee-only financial advisor at QVM Group in South Glastonbury, Connecticut. Richard charges hourly fees and a flat fee or retainer.
Request an introduction to Richard →
Facts
| Firm | QVM Group |
|---|---|
| Based in | South Glastonbury, Connecticut |
| Fee model | Hourly · Flat fee or retainer |
| Assets under management | $67.6M across 15 accounts |
| SEC registration | Investment adviser representative in CT · CRD 840393 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.qvmgroup.com |
How Richard's firm compares
- QVM Group's average account is about $4.5 million, from its Form ADV (assets managed divided by 15 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 Shaw a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Richard holds no broker registration, and QVM Group 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 hourly fees and a flat fee or retainer.
Where is Richard Shaw based?
Richard Shaw is based in South Glastonbury, Connecticut.
Is Richard Shaw registered with the SEC?
Yes. Richard Shaw is registered as an investment adviser representative in CT (CRD 840393), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does QVM Group manage?
QVM Group reports $67.6M across 15 accounts in assets under management.
How do I contact Richard Shaw?
Through Richard's website, www.qvmgroup.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
- QVM Group 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.