Terri Grassi
RAI Wealth Management · Mission Viejo, California
Terri Grassi is a fee-only financial advisor at RAI Wealth Management in Mission Viejo, California. RAI Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | RAI Wealth Management |
|---|---|
| Based in | Mission Viejo, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $159.7M across 562 accounts |
| SEC registration | Investment adviser representative in CA, TX · CRD 3069908 |
| Exams passed | Series 63 (1998) · Series 65 (2009) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.richeyadvisors.com |
How Terri's firm compares
- RAI Wealth Management's average account is about $284,000, from its Form ADV (assets managed divided by 562 accounts).
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Questions about Terri
Is Terri Grassi a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Terri holds no broker registration, and RAI Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Terri charge for financial advice?
Terri's firm, RAI Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Terri Grassi based?
Terri Grassi is based in Mission Viejo, California.
Is Terri Grassi registered with the SEC?
Yes. Terri Grassi is registered as an investment adviser representative in CA and TX (CRD 3069908), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does RAI Wealth Management manage?
RAI Wealth Management reports $159.7M across 562 accounts in assets under management.
How do I contact Terri Grassi?
Through Terri's website, www.richeyadvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Mission Viejo
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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