Richard Dawkins
Advisor at Kingswood Wealth Advisors, LLC
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.
Advisor at Kingswood Wealth Advisors, LLC
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.
Location
Watkinsville, GA 30677
Credentials
Series 63, Series 65
Industry experience
32 years
Richard Dawkins is a financial advisor at Kingswood Wealth Advisors, LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Raymond James Financial Services and Freedom Street Partners. Outside of his advisory role, he is a partner in D & R Investment LLP and serves as executor for an estate. Kingswood Wealth Advisors serves a diverse client base including individuals, corporations, pension and ERISA-qualified plans, nonprofits, and institutional investors. The firm employs an open-architecture investment approach tailored to each client’s goals and risk tolerance, offering both discretionary and non-discretionary portfolio management along with advisory and consulting services.
Based on Kingswood Wealth Advisors, LLC
Based on Kingswood Wealth Advisors, LLC
Flat fees negotiated for administrative or consultation services, typically $100 to $3,000
up to 2.5% annually (negotiable, varies by client and advisor)
Certain financial advisors may receive commissions on sale of securities or insurance products separately from advisory fees
Hourly fees up to $300/hour for financial consulting services
Account minimum: $100,000 Minimum fee: $20 quarterly fee for accounts below $100,000 Fee-only: Flat fees typically range from $100 to $3,000 for financial consultation services; hourly rates up to $300/hour; institutional consulting fees range from $10,000 to $100,000 per project or annually
3651 Mars Hill Rd Suite 2700
Watkinsville, GA 30677
Georgia · Texas
Kingswood Wealth Advisors
2025 - Present (1 year)
Kingswood Capital Advisors
2025 - Present (1 year)
Rae Investment Holdings Llc
2020 - Present (6 years)
Raymond James Financial Services, Inc.
2020 - 2025 (5 years)
Raymond James Financial Services Advisors, Inc.
2020 - 2025 (5 years)
Freedom Street Partners
2020 - 2024 (4 years)
Raymond James & Associates
2013 - 2020 (7 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
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.
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")