Richard Bean
Richard Bean is a CFP-designated registered investment advisor at Fiscal Wisdom Wealth Management LLC, based in Canton, CT, with 23 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 2,579 clients with $260M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fiscal Wisdom Wealth Management charges a percentage of your portfolio each year. The minimum annual fee is $1,000 and is negotiable. The fees will not exceed more than 2% of assets under management per year. For accounts managed under the Representative as Manager Program, the fees are 1% to 2% as agreed to by client.
Location
61 Maple Avenue, Canton, CT, 06019
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Regulatory History (1)
Financial
December 2019Other Business ActivitiesSells Insurance
Richard is an independent insurance producer, selling fixed life, health, fixed annuities, and long-term care insurance. He is also involved in estate planning.
Employment History
Current Registrations
Fiscal Wisdom Wealth Management LLC
Previous Registrations
Motiv8 Investments LLC
Capital Asset Advisory Services, LLC
American Investment Services
Berthel Fisher & Company Financial Services, INC.
Maximum Retirement, INC.
Maximum Retirement, INC.
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.