Richard P. Doleva & Associates
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides investment advisory and financial planning services primarily to individual investors and also works with trusts, non‑profit endowments and small business owners. Advisory services are delivered mainly through a mutual‑fund asset‑allocation program administered by SEI, and the firm also offers standalone financial planning on an hourly basis and guidance for externally custodied retirement plan assets.
The firm’s investment approach emphasizes strategic asset allocation rather than market timing or individual security selection, delegating manager selection, monitoring and automated rebalancing to SEI’s manager‑of‑managers platform. Advice is oriented to long‑term mutual fund holdings (the firm generally favors investment horizons of five years or more), with accounts reviewed monthly as statements are received and an annual consultation provided.
Distinctive features include an unusually high client load per advisor (264 clients for the single‑advisor practice) and an affiliation with an in‑house accounting practice and a broker‑dealer, so tax/accounting services and commission‑based brokerage options are available alongside advisory work. Custody, execution and fee collection are routed through SEI Trust and the affiliated broker‑dealer (with Pershing as the clearing arrangement), which constrains custodial and brokerage choice and means advisory and commission arrangements are processed through those intermediaries rather than managed solely in‑house.
Client services
Expertise
Fee options
$0 - $250,000: 1.25% per year $250,001 - $500,000: 1.00% per year $500,001 - $1,000,000: 0.75% per year $1,000,001+: 0.50% per year
Commissions may be earned through Osaic as a registered representative; includes commissions on securities and insurance transactions; 12b-1 fees may also be received
$150 per hour for financial planning services
Account minimum: No minimum (as stated, the firm does not have account minimums; SEI has its own minimums disclosed in their paperwork) Fee-only: Hourly fee of $150 per hour for financial planning services
Main office
180 Denslow Rd, Suite 7
East Longmeadow MA 01028
Advisors at this office
2
Most active in
Connecticut · Florida · Massachusetts
Also doing business as
Doleva, Richard Paul · Richard P. Doleva & Associates · Richard P. Doleva & Associates Inc. · Richard P. Doleva, Cpa
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Timothy G
Series 66
East Longmeadow, MA
Richard P. Doleva & Associates
Timothy Giguere is a financial advisor with Richard P. Doleva & Associates, holding a Series 66 designation and 12 years of industry experience. He also owns a tax preparation and accounting firm, Timothy M Giguere, CPA, where he provides tax planning and accounting services. His background includes work with Richard P. Doleva, CPA, and Osaic Wealth, Inc. Richard P. Doleva & Associates provides investment advisory and financial planning services primarily to individual investors, as well as trusts, non-profit endowments, and small business owners. The firm’s approach centers on strategic asset allocation through a mutual-fund program administered by SEI, with an emphasis on long-term holdings and integrated tax and brokerage services.
Richard D
Series 63, Series 65
East Longmeadow, MA
Richard P. Doleva & Associates
Richard Doleva is the principal of Richard P. Doleva & Associates, an independent registered investment adviser based in East Longmeadow, MA. He holds Series 63 and Series 65 licenses and has 31 years of industry experience. Prior to founding his firm, Richard has worked at Osaic Wealth, Inc. and Sagepoint Financial, Inc., and he also operates a CPA practice providing tax preparation and planning services. Richard P. Doleva & Associates provides investment advisory and financial planning services primarily to individual investors, trusts, non-profit endowments, and small business owners. The firm emphasizes strategic asset allocation through a mutual-fund asset-allocation program administered by SEI, focusing on long-term mutual fund holdings with monthly account reviews and annual consultations.
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