Richard Feely is a registered investment advisor at Womack Investment Advisers, INC, based in Indianapolis, IN, with 17 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, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 167 clients with $76M 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 $250K | 1.50% |
| $250K - $1.0M | 1.25% |
| $1M+ | 0.65% |
Fee Estimator
Location
Indianapolis, IN
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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 →Other Business Activities
Richard is the President of TCMtests, LLC, an online test prep website, and President and Physician at Feely, LTD, an osteopathic medical practice. He also serves as President of Osteopathic Physician Care, LLC, which provides concierge medicine services; these activities take up a significant amount of Richard's time.
Employment History
Current Registrations
Womack Investment Advisers, INC
Previous Registrations
Trinity Capital Asset Advisors, LLC
Trinity Capital Asset Advisors, LLC
Womack Investment Advisers, 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.