Richard Whipple
Whipplewood Advisors · Littleton, Colorado
Richard Whipple is a fee-only financial advisor at Whipplewood Advisors in Littleton, Colorado. Whipplewood Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Whipplewood Advisors |
|---|---|
| Based in | Littleton, Colorado |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $324.5M across 375 accounts |
| SEC registration | Investment adviser representative in CO, TX · CRD 5041903 |
| Exams passed | Series 65 (2013) |
| Firm size | 6 employees |
| Disclosures | None reported |
How Richard's firm compares
- Whipplewood Advisors's average account is about $865,000, from its Form ADV (assets managed divided by 375 accounts).
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Questions about Richard
Is Richard Whipple a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Richard holds no broker registration, and Whipplewood 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, Whipplewood Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Richard Whipple based?
Richard Whipple is based in Littleton, Colorado.
Is Richard Whipple registered with the SEC?
Yes. Richard Whipple is registered as an investment adviser representative in CO and TX (CRD 5041903), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Whipplewood Advisors manage?
Whipplewood Advisors reports $324.5M across 375 accounts in assets under management.
How do I contact Richard Whipple?
Contact details aren't on file yet. Search for Whipplewood Advisors.
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
- 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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