Richard Whitton
RWW Financial Consulting · Portland, Oregon
Richard Whitton is a fee-only financial advisor at RWW Financial Consulting in Portland, Oregon, who holds the CFP and ChFC credentials. Richard charges a percentage of assets, an ongoing planning fee and hourly fees (ongoing planning from $1,000 a year and $200 an hour) and focuses on retirement planning, tax planning and estate & legacy planning.
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Specialties
Facts
| Firm | RWW Financial Consulting |
|---|---|
| Based in | Portland, Oregon |
| Fee model | Percentage of assets · Ongoing planning fee · Hourly |
| Fees (firm's website) | Ongoing planning from $1,000 a year · $200 an hour |
| Assets under management | $10.7M across 21 accounts |
| Credentials | CFP · ChFC |
| SEC registration | Investment adviser representative in OR · CRD 2562394 |
| Exams passed | Series 63 (1995) · Series 65 (1996) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | rwwfinancialconsulting.com |
How Richard's firm compares
- Ongoing planning starts at $1,000 a year, below the Oregon median of $5,000 for fee-only firms that publish prices.
- The hourly rate is $200, below the US median of $300 for fee-only firms that publish prices.
- RWW Financial Consulting's average account is about $510,000, from its Form ADV (assets managed divided by 21 accounts).
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Questions about Richard
Is Richard Whitton a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Richard holds no broker registration, and RWW Financial Consulting 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, an ongoing planning fee and hourly fees.
How much does Richard charge?
According to RWW Financial Consulting's website, checked October 30, 2026: ongoing planning from $1,000 a year; $200 an hour.
Where is Richard Whitton based?
Richard Whitton is based in Portland, Oregon.
What does Richard specialize in?
Richard's specialties include retirement planning, tax planning, estate & legacy planning, divorce financial planning and small business owners.
What credentials does Richard Whitton hold?
Richard Whitton holds the CFP and ChFC credentials.
Is Richard Whitton registered with the SEC?
Yes. Richard Whitton is registered as an investment adviser representative in OR (CRD 2562394), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does RWW Financial Consulting manage?
RWW Financial Consulting reports $10.7M across 21 accounts in assets under management.
How do I contact Richard Whitton?
Through Richard's website, rwwfinancialconsulting.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
- RWW Financial Consulting 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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