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Advisor

Ronald Richardson

Vista Investment Partners · Oklahoma City, Oklahoma

Ronald Richardson is a fee-only financial advisor at Vista Investment Partners in Oklahoma City, Oklahoma. Vista Investment Partners reports charging a percentage of assets and fixed fees on its Form ADV.

Percentage of assetsFixed fees Fee-only

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Facts

FirmVista Investment Partners
Based in Oklahoma City, Oklahoma
Fee model (firm's Form ADV)Percentage of assets · Fixed fees
Assets under management$610.6M across 1,610 accounts
SEC registration Investment adviser representative in CA, LA, OK, TX · CRD 1255191
Exams passedSeries 63 (1984)
Firm size9 employees
Disclosures Reported; see the SEC record
Websitewww.vistainvestment.com
LinkedInProfile

How Ronald's firm compares

  • Vista Investment Partners's average account is about $379,000, from its Form ADV (assets managed divided by 1,610 accounts).

What fee-only advisors charge

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Questions about Ronald

Is Ronald Richardson a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Ronald holds no broker registration, and Vista Investment Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

How does Ronald charge for financial advice?

Ronald's firm, Vista Investment Partners, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

Where is Ronald Richardson based?

Ronald Richardson is based in Oklahoma City, Oklahoma.

Is Ronald Richardson registered with the SEC?

Yes. Ronald Richardson is registered as an investment adviser representative in CA, LA, OK and TX (CRD 1255191), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

How much does Vista Investment Partners manage?

Vista Investment Partners reports $610.6M across 1,610 accounts in assets under management.

How do I contact Ronald Richardson?

Through Ronald's website, www.vistainvestment.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
  • 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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