Ross Richmond
Relic Wealth Management · Ponder, Texas
Ross Richmond is a fee-only financial advisor at Relic Wealth Management in Ponder, Texas. Relic Wealth Management reports charging a percentage of assets, fixed fees and performance-based fees on its Form ADV.
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Facts
| Firm | Relic Wealth Management |
|---|---|
| Based in | Ponder, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees · Performance-based fees |
| Assets under management | $4.1M across 70 accounts |
| SEC registration | Investment adviser representative in TX · CRD 6748924 |
| Exams passed | Series 66 (2017) |
| Firm size | 1 employee |
| Disclosures | None reported |
How Ross's firm compares
- Relic Wealth Management's average account is about $59,000, from its Form ADV (assets managed divided by 70 accounts).
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Questions about Ross
Is Ross Richmond a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Ross holds no broker registration, and Relic Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Ross charge for financial advice?
Ross's firm, Relic Wealth Management, reports charging a percentage of assets, fixed fees and performance-based fees on its SEC Form ADV.
Where is Ross Richmond based?
Ross Richmond is based in Ponder, Texas.
Is Ross Richmond registered with the SEC?
Yes. Ross Richmond is registered as an investment adviser representative in TX (CRD 6748924), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Relic Wealth Management manage?
Relic Wealth Management reports $4.1M across 70 accounts in assets under management.
How do I contact Ross Richmond?
Contact details aren't on file yet. Search for Relic Wealth Management.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Texas
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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