Elizabeth Richardson is a CFP, PFS-designated registered investment advisor at Origin Investment Advisory LLC, based in Sarasota, FL, with 6 years of industry experience. Elizabeth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 1,776 clients with $2.1M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Origin Investment Advisory does not charge a management fee based on the value of your account for Automated Index Investing (AII) programs. However, the mutual funds and ETFs within the portfolios may have their own fees, such as sales loads, management fees, and operating expenses. Administrative and trading costs may also be imposed by DriveWealth, the firm's broker-dealer.
Location
Sarasota, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Elizabeth owns Blute Financial Coaching, an investment-related business, and TempCPA, Inc., a tax consulting business. Both activities take nearly full-time hours and occur during trading hours.
Employment History
Current Registrations
Origin Investment Advisory LLC
Blute Financial Coaching
Previous Registrations
Trinity Financial Advisors LLC
State Registrations1 state
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