Richard Taborda
LBT Wealth Management · Iselin, New Jersey
Richard Taborda is a fee-only financial advisor at LBT Wealth Management in Iselin, New Jersey, who holds the CFP credential. Richard charges a percentage of assets and an ongoing planning fee (ongoing planning from $4,500 a year and one-time plans from $2,500) and focuses on retirement planning, tax planning and equity compensation.
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Specialties
Who they serve
- Executives
- Retirees
- Pre-retirees
Facts
| Firm | LBT Wealth Management |
|---|---|
| Based in | Iselin, New Jersey |
| Fee model | Percentage of assets · Ongoing planning fee |
| Fees (firm's website) | Ongoing planning from $4,500 a year · One-time plans from $2,500 · 1.5% a year on the first tier of assets managed · No asset minimum |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $12.1M across 108 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NJ, TX · CRD 1970810 |
| Exams passed | Series 65 (2010) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.lbtwealth.com |
| Profile |
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Questions about Richard
Is Richard Taborda a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Richard holds no broker registration, and LBT 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 and an ongoing planning fee.
How much does Richard charge?
According to LBT Wealth Management's website, checked October 30, 2026: ongoing planning from $4,500 a year; one-time plans from $2,500; 1.5% a year on the first tier of assets managed; no asset minimum.
Does Richard work with clients virtually?
Yes. LBT Wealth Management says on its website that it works with clients remotely.
Where is Richard Taborda based?
Richard Taborda is based in Iselin, New Jersey.
What does Richard specialize in?
Richard's specialties include retirement planning, tax planning, equity compensation and small business owners. Richard works with executives, retirees and pre-retirees.
What credentials does Richard Taborda hold?
Richard Taborda holds the CFP credential.
Is Richard Taborda registered with the SEC?
Yes. Richard Taborda is registered as an investment adviser representative in NJ and TX (CRD 1970810), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does LBT Wealth Management manage?
LBT Wealth Management reports $12.1M across 108 accounts in assets under management.
How do I contact Richard Taborda?
Through Richard's website, www.lbtwealth.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
- LBT 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.
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