Mark D. Richards, III CFP^®

CIMA^® CPWA^®

Financial Planner, Partner

Radnor Wealth Management PLLC

5409 Maryland Way, Ste 214
Brentwood, TN 37027-1084

FINANCIAL ADVISOR'S WEBSITE

www.radnorwealth.com

(615) 346-0250 CONNECT WITH Mark

Compensation

COMPENSATION METHODS

Commission and Fee

COMPENSATION CONSIDERATIONS

New clients experience an easy and transparent fee model. Our minimum annual fee is $5,000. Typically this is arrived through a 1% starting assets under management, or a direct financial planning fee.

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

No Minimum

General

Mark Richards is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Radnor Wealth Management PLLC in Brentwood, TN and the surrounding communities.

Financial Advisor Overview

Radnor Wealth Management team, with numerous professional designations and continuous education, has the knowledge and expertise to guide you through a range of life scenarios. Our vastly experienced team partners with clients to address current, complex problems while also guiding them to success in attaining long-term financial goals. Each day, we help those we work with make financially sound decisions to build wealth, deepen financial security, and leave lasting legacies.

Financial Advisor Experience

Fortunate to enter the family business in 2003, and now a partner of our firm, Radnor Wealth Management. Our expertise is refined daily through personalized execution of cash flow and goals based financial planning, which in turn prescribes investment management recommendations

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)
Certified Investment Management Analyst (CIMA^®)

Insurance Licenses

Life insurance
Health/disability insurance
Property/casualty
Variable annuities

Broker-Dealer Affiliation

Commonwealth Financial Network®

Broker-Dealer Disclaimer

Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Advisor.

FINRA BrokerCheck

Financial Advisor's Specialties

Comprehensive Financial Planning, Charitable & Planned Giving, Career Change, Estate Planning, Investment Management, Employee Benefits, Getting Divorced, Getting Married, Insurance, Retirement, Stocks & Bonds, Long-term Care, Succession Planning, Sudden Wealth, Special Needs, Personal Taxes