Douglas Evan Richards
Advisor at Crest Financial, LLC — Elmira, OR
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFP®, ChFC®, Series 63, Series 65
Experience Industry experience
33 years
Location
Elmira, OR 97437
Crest Financial, LLC
Independent
Total advisors
1Clients per advisor
47 HighAvg AUM per client
$812,223 HighHNW client ratio
32% HighDouglas Richards is a CFP® and ChFC® with 32 years of industry experience. He has worked at Securities America/Osaic for 15 years before joining Crest Financial, LLC in 2024. Richards is based in Elmira, OR, and holds Series 63 and Series 65 licenses. Crest Financial is a small independent advisory firm serving individuals, including high-net-worth clients, as well as corporate entities and pension or profit-sharing plans. The firm focuses on long-term, passive portfolio management using ETFs and low-cost index funds, comprehensive financial planning, and a formal pension consulting practice.
Based on Crest Financial, LLC
Based on Crest Financial, LLC
Fixed fees for financial planning, portfolio management, and pension consulting as described above.
Personal financial planning: $375 per hour; Business financial planning: $525 per hour; Pension consulting: $375 to $525 per hour; hourly fees billed in increments as specified.
Subscription fees of $25 per month or $250 per year for access to financial planning software and newsletters.
Fee-only: Financial planning fixed fees between $1,800 and $18,000; Portfolio management fixed fees between $1,800 and $18,000; Pension consulting fixed fees between $3,500 and $50,000 annually; Subscription fee $25/month or $250/year; Hourly fees between $300 and $525 depending on service type.
Elmira, OR
23847 Sky Lane
Elmira OR 97437
Advisors at this office
1
Oregon
33 years of industry experience
Crest Financial, LLC
2024 - Present • 2 years
Elmira, OR
Securities America/Osaic
2009 - 2024 • 15 years
Elmira, OR
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
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Fund sponsor
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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