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Enriched Advice

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Client assets under management

$13,125,952

Clients

5

80% high-net-worth

Advisors

2

of 2 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

More info

Clients per advisor

3

Very Low

Average account size

$2,625,190

About

Enriched Advice provides discretionary investment management, wealth management, and financial planning services to individual clients, including high-net-worth individuals, and reports approximately $3.4 million in discretionary assets under management. The firm operates on a fee-only basis and advises on common liquid securities such as stocks, bonds, mutual funds, ETFs, and municipal and government securities.

The firm’s investment approach is grounded in Modern Portfolio Theory and an asset-allocation framework, combining passive and active strategies and using discretionary trading to align portfolios with clients’ risk tolerance and goals. Financial planning is integrated with portfolio management and is offered both on an ongoing basis and as project-based engagements; the firm may recommend third‑party professionals without receiving referral compensation.

What is distinctive about Enriched Advice is its recent formation and small team operating a boutique AUM level while explicitly serving high-net-worth individuals — a client focus that is less common among peers in its category — and offering hourly or project-based planning alongside more typical percentage‑of‑AUM management. The firm also indicates a recent addition of an equity partner and discloses that it does not accept commissions or performance‑based fees.

Client services

Financial planning Portfolio management

Expertise

Wealth management Cash flow / budgeting College savings (529s, UTMA, etc.)

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Fee options

Fixed

Fixed fees for Project-Based Financial Planning range from $1,250 to $15,000; Ongoing Financial Planning fixed fees from $950 to $10,000

Percentage

$0 - $2,500,000: 0.90% $2,500,001 - $5,000,000: 0.75% $5,000,001 - $10,000,000: 0.50% $10,000,001 - $20,000,000: 0.35% $20,000,001+: 0.25%

Project-based

$250 per hour for Project-Based Financial Planning

Other

Account minimum: $450,000 (may be reduced or waived by advisor) Minimum fee: $9,000 annually minimum for Wealth Management and Investment Management services (may be reduced) Fee-only: Financial planning fees: Ongoing Financial Planning initial fee $950-$10,000; recurring fees $950-$10,000 (monthly/quarterly, fixed); Project-Based Financial Planning fees $1,250-$15,000 fixed or $250/hour

Main office location

Enriched Advice

Richmond VA, United States

Number of offices

1

Most active in

More info

Virginia

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

LinkedIn Website 804-350-2846

Advisors at this firm

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user avatar

Davis B

CFP®

Richmond, VA

Enriched Advice

Davis Barry is a CFP® professional with one year of industry experience, currently serving as an advisor at Enriched Advice. Prior to joining Enriched Advice, he worked at Agili, P.C. for ten years. Enriched Advice is a boutique investment management firm that provides discretionary investment management, wealth management, and financial planning services to individual clients, including high-net-worth individuals. The firm employs a Modern Portfolio Theory-based approach that combines passive and active strategies within an asset-allocation framework and offers both ongoing and project-based financial planning.

Wealth management Cash flow / budgeting College savings (529s, UTMA, etc.)
user avatar

Matthew R

CFP®

Richmond, VA

Enriched Advice

Matthew Romeo is a CFP® professional with eight years of industry experience, currently serving as an advisor at Enriched Advice in Richmond, VA. His prior roles include positions at SBK Financial, Inc., Atlas Financial, and Simplicity Wealth Management, LLC. Enriched Advice is a boutique investment manager specializing in discretionary investment management, wealth management, and financial planning for individual clients, including high-net-worth individuals. The firm employs a combination of passive and active strategies grounded in Modern Portfolio Theory and offers flexible financial planning services alongside portfolio management.

Wealth management Cash flow / budgeting College savings (529s, UTMA, etc.)
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