Richard Vassos
Vassos Investments · Mount Laurel, New Jersey
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.
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Facts
| Firm | Vassos Investments |
|---|---|
| Based in | Mount Laurel, New Jersey |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $23.1M across 62 accounts |
| SEC registration | Investment adviser representative in NJ · CRD 6923340 |
| Exams passed | Series 65 (2018) |
| Firm size | 2 employees |
| Disclosures | None reported |
How Richard's firm compares
- Vassos Investments's average account is about $373,000, from its Form ADV (assets managed divided by 62 accounts).
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Questions about Richard
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in New Jersey
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
- 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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