# Richard Vassos

> Richard Vassos is a fee-only financial advisor at Vassos Investments in Mount Laurel, New Jersey. Vassos Investments reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/richard-vassos/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Vassos Investments
- **Based in:** Mount Laurel, New Jersey
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $23.1M across 62 accounts
- **CRD:** 6923340 (https://adviserinfo.sec.gov/individual/summary/6923340)
- **SEC registration:** Investment adviser representative in NJ
- **Exams passed:** Series 65 (2018)
- **Firm size:** 2 employees
- **Disclosures:** None reported

## Frequently asked questions

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

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

### Where is Richard Vassos based?

Richard Vassos is based in Mount Laurel, New Jersey.

### Is Richard Vassos registered with the SEC?

Yes. Richard Vassos is registered as an investment adviser representative in NJ (CRD 6923340), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Vassos Investments manage?

Vassos Investments reports $23.1M across 62 accounts in assets under management.

### How do I contact Richard Vassos?

Contact details aren't on file yet. Search for Vassos Investments.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6923340): 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

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