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Advisor

Richard Thompson

Resonant Capital Advisors · Madison, Wisconsin

Richard Thompson is a fee-only financial advisor at Resonant Capital Advisors in Madison, Wisconsin, who holds the CFP and CFA credentials. Resonant Capital Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Percentage of assetsHourlyFixed fees Fee-only CFPCFA

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Who they serve

  • Multi-generational families

Facts

FirmResonant Capital Advisors
Based in Madison, Wisconsin
Fee model (firm's Form ADV)Percentage of assets · Hourly · Fixed fees
Assets under management$2.96B across 2,816 accounts
CredentialsCFP · CFA
SEC registration Investment adviser representative in TX, WI · CRD 2293210
Exams passedSeries 63 (1992) · Series 66 (2004)
Firm size25 employees
Disclosures None reported
Websitewww.resonantcapital.com

How Richard's firm compares

  • Resonant Capital Advisors's average account is about $1.0 million, from its Form ADV (assets managed divided by 2,816 accounts).

What fee-only advisors charge in Wisconsin

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Questions about Richard

Is Richard Thompson a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Richard holds no broker registration, and Resonant Capital Advisors 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, Resonant Capital Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

Where is Richard Thompson based?

Richard Thompson is based in Madison, Wisconsin.

What credentials does Richard Thompson hold?

Richard Thompson holds the CFP and CFA credentials.

Is Richard Thompson registered with the SEC?

Yes. Richard Thompson is registered as an investment adviser representative in TX and WI (CRD 2293210), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

How much does Resonant Capital Advisors manage?

Resonant Capital Advisors reports $2.96B across 2,816 accounts in assets under management.

How do I contact Richard Thompson?

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

What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms

Where this information comes from

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