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
CFA®, Series 63, Series 65
Experience Industry experience
16 years
Location
San Saba, TX
Ferri Investment Solutions
Independent
Total advisors
1Clients per advisor
208 Very HighAvg AUM per client
$0 Very LowHNW client ratio
93% Very HighRichard Ferri is the sole advisor at Ferri Investment Solutions in San Saba, TX. He holds the CFA® designation as well as Series 63 and Series 65 licenses and has 16 years of industry experience. Prior to founding Ferri Investment Solutions in 2019, he operated Rick Ferri, LLC and worked at Portfolio Solutions, LLC. He is involved in investment-related publishing and industry consulting. Ferri Investment Solutions provides advice-only financial consulting to a diverse client base including individuals, families, trustees, retirement plan sponsors, nonprofits, and various institutional clients. The firm follows a long-term, passive investment philosophy focused on low-cost, broadly diversified index funds and ETFs, and does not manage client assets or take custody of funds.
Based on Ferri Investment Solutions
Portfolio 2nd Opinion™ one-time flat fee of $995
$450 per hour, increasing to $580 per hour on October 1, 2026
Minimum fee: Portfolio 2nd Opinion™ one-time flat fee is $995 Fee-only: Fixed fee of $995 for Portfolio 2nd Opinion™ plus hourly consulting fees
San Saba, TX
San Saba TX
Advisors at this office
1
Texas
16 years of industry experience
Ferri Investment Solutions
2019 - Present • 7 years
Georgetown, TX
Rick Ferri, LLC
2017 - 2019 • 2 years
Georgetown, TX
Portfolio Solutions, LLC
2015 - 2017 • 2 years
Medina, TX
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not 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.
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.
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. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")