Richmond Brothers, Inc. logo

Richmond Brothers, Inc.

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Client assets under management

$232,227,588

Clients

665

15% high-net-worth

Advisors

5

of 20 employees

Firm type

Team

5-30 advisors or >$500M in AUM

Clients per advisor

133

Very High

Average account size

$349,214

About

Richmond Brothers, Inc. is a team investment adviser that manages roughly $240.6 million for individuals (including high‑net‑worth clients), charitable organizations, pension and profit‑sharing plans, and various business entities. The firm offers comprehensive portfolio management and financial planning and consulting, and additionally provides Medicare consulting through a partnership with Advisor Excel Medicare Solutions.

For discretionary accounts Richmond Brothers implements portfolios using ETFs, mutual funds, individual stocks and bonds, and may allocate to model portfolios managed by sub‑advisors (including a platform relationship with AE Wealth Management); accounts are monitored and reviewed on a regular basis with sub‑advisor activity overseen by the firm. The firm employs a range of analytical methods (macro, fundamental, technical, cyclical) and may use long‑ and short‑term trading, trading within 30 days, and options strategies where appropriate.

What is less common among peers is that Richmond Brothers sponsors and syndicates private placement funds through an affiliated manager for accredited investors and discloses potential conflicts related to affiliated personnel’s roles in portfolio companies. The firm also discloses the use of paid testimonials and endorsements (with written agreements) and co‑sponsors client education events, practices that the firm notes and documents under its compliance disclosures.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Medicare planning Charitable giving & philanthropy

Occupation focus

Founder/Business Owner Retired

Demographic focus

Approaching retirement Established Professionals

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Fee options

Fixed

Flat fees generally range from $1,000 to $2,000 for financial planning and consulting services

Percentage

$0 - $500,000: 1.75% $500,000.01 - $1,000,000: 1.55% $1,000,000.01 - $5,000,000: 1.15% $5,000,000.01+: 1.00%

Commissions

Receive 50% of commissions earned on insurance products sold through Advisors Excel Medicare Solutions; clients do not pay these fees directly

Project-based

$250 to $300 per hour for financial advisors, $50 to $75 per hour for administrative time

Other

Account minimum: $250,000 Fee-only: Hourly fees $250 to $300 for advisors, $50 to $75 for administrative time; Flat fees range from $1,000 to $2,000

Main office location

Richmond Brothers, Inc.

3568 Wildwood Avenue

Jackson MI 49202, United States

Number of offices

1

Most active in

Arizona · Florida · Michigan · North Carolina · Ohio · Texas

Disclosures

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

Business activities & affiliations

Advisors at this firm

user avatar

Adriaan V

Series 65

Jackson, MI

Richmond Brothers, Inc.

Adriaan Van Wyk is a financial advisor at Richmond Brothers, Inc. with four years of industry experience. He holds a Series 65 designation and has worked at Richmond Brothers since 2020. Prior to his current role, he held positions at Monocle Yacht, was self-employed, and worked at Bidvest International Logistics. Richmond Brothers serves individuals, charitable organizations, pension and profit-sharing plans, and various business entities with portfolio management, financial planning, and Medicare consulting. The firm employs a fiduciary, individualized approach and utilizes a range of investment strategies, including discretionary management and third-party money-management models.

Medicare planning Charitable giving & philanthropy Founder/Business Owner Retired Approaching retirement Established Professionals
user avatar

Matthew C

CFP®, Series 63, Series 65

Jackson, MI

Richmond Brothers, Inc.

Matthew Curfman is a CFP® professional with 14 years of industry experience, currently serving at Richmond Brothers, Inc. since 2011. He holds Series 63 and Series 65 licenses and is based in Jackson, MI. Outside of his advisory role, Curfman serves as Chief Volunteer Officer on the Jackson YMCA Board of Directors and manages a private fund through an affiliated manager. Richmond Brothers serves individuals, charitable organizations, pension and profit-sharing plans, and business entities with portfolio management, financial planning, and Medicare consulting. The firm employs a fiduciary approach with customized investment strategies that include discretionary accounts, third-party money-management models, and a range of trading techniques.

Medicare planning Charitable giving & philanthropy Founder/Business Owner Retired Approaching retirement Established Professionals
user avatar

Kevin K

Series 65, Series 66

Jackson, MI

Richmond Brothers, Inc.

Kevin Kowalski is a financial advisor at Richmond Brothers, Inc. in Jackson, MI, holding Series 65 and Series 66 licenses with 13 years of industry experience. Prior to joining Richmond Brothers in 2026, he worked at Wicker Park Advisors, LLC for 14 years. Richmond Brothers serves individuals, charitable organizations, pension and profit-sharing plans, and business entities with portfolio management, financial planning, consulting, and Medicare consulting through a partnership. The firm employs an individualized fiduciary approach using diverse investment strategies and offers discretionary account management with access to third-party money managers.

Medicare planning Charitable giving & philanthropy Founder/Business Owner Retired Approaching retirement Established Professionals
user avatar

Daniel V

CFP®, Series 66

Jackson, MI

Richmond Brothers, Inc.

Daniel Vredeveld is a CFP® and holds a Series 66 designation with 13 years of industry experience. He has been with Richmond Brothers, Inc. in Jackson, MI since 2012. Richmond Brothers serves individuals, charitable organizations, pension and profit-sharing plans, and business entities with portfolio management, financial planning, and Medicare consulting through a partnership with an outside Medicare solutions team. The firm uses an individualized fiduciary approach incorporating various investment strategies and may delegate model execution to sub-advisers.

Medicare planning Charitable giving & philanthropy Founder/Business Owner Retired Approaching retirement Established Professionals
user avatar

David R

ChFC®, Series 63, Series 65

Jackson, MI

Richmond Brothers, Inc.

David Richmond is a ChFC® credentialed financial advisor with Richmond Brothers, Inc. in Jackson, MI, where he has worked for 15 years. He has 17 years of industry experience. Outside of advising, he serves on the boards of the Lingap Children's Foundation and BioVentrix, Inc., and is an independent insurance agent specializing in fixed life insurance, long-term care, and fixed annuities. Richmond Brothers, Inc. serves individuals, charitable organizations, pension and profit-sharing plans, and business entities with portfolio management, financial planning, and Medicare consulting. The firm employs an individualized, fiduciary approach using a variety of investment strategies and sponsors private placement funds managed through an affiliated manager.

Medicare planning Charitable giving & philanthropy Founder/Business Owner Retired Approaching retirement Established Professionals
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