Richard Alston
Richard Alston is a CFP-designated registered investment advisor at New Dimensions Wealth Management, L.L.C., based in Allen, TX, with 26 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Divorce Planning, Education Planning, Estate Planning, and 5 more. Their firm serves 105 clients with $150M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.80% |
| $500K - $1.0M | 0.60% |
| $1.0M - $1.5M | 0.40% |
| $1.5M+ | 0.30% |
New Dimensions has the discretion to negotiate fees.
Fee Estimator
Contact
Richard Alston
Location
550 S. Watters Road, Suite 242, Allen, TX, 75013
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
New Dimensions Wealth Management, L.L.C.
Previous Registrations
Jwa Financial Group, INC.
Carter Advisory Services, 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.
Exams
Additional Information
WEALTHFULNESS, Simple Steps to Financial Health and Happiness, published 2018