Rick Prime is a CFP-designated registered investment advisor at Hfg Advisors, INC., based in Kennewick, WA, with 22 years of industry experience. Rick 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, High Net Worth, and 4 more. Their firm serves 133 clients with $220M 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 | 1.00% |
| $500K - $1.5M | 0.80% |
| $1.5M+ | 0.60% |
Fee Estimator
Location
8131 W. Grandridge Blvd, Suite 1, Kennewick, WA, 99336
Get directionsHistory
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 →Other Business ActivitiesSells Insurance
Rick sells fixed life, disability, annuities, and long-term care insurance, dedicating minimal time to this activity. He also owns and manages an apartment rental property and works as a part-time financial literacy instructor at Umpqua Community College, each requiring minimal time.
Employment History
Current Registrations
Hfg Advisors, INC.
Previous Registrations
Prime Wealth Management
Cetera Advisor Networks LLC
State Registrations3 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.