Riddick & Co Entrepreneurial Finance, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$7,646,811
Clients
20
0% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
20
TypicalAverage account size
$382,341
About
Riddick & Co Entrepreneurial Finance provides ongoing asset management, financial planning, and retirement‑plan advice to individual investors and small business owners, and it also works with pension or profit‑sharing plan clients. The firm offers both automated and traditional planning services and conducts educational webinars and live seminars on topics such as asset allocation, retirement, and tax planning.
Advisory services are delivered through the AssetMark platform, using advisor‑managed portfolios or referrals to third‑party model managers, and strategies include long‑term value investing, tactical asset allocation, and option‑writing tailored to client objectives. The firm documents client goals, conducts periodic account reviews, and states it will act as a fiduciary when providing retirement plan rollover recommendations.
Noteworthy features highlighted in the brochure include participation in the AssetMark wrap‑fee program and an affiliation with an insurance agency (Wealth Inn, LLC), under which the firm’s adviser may act as an insurance agent and receive commissions — a conflict the firm discloses and says it manages through written policies and client disclosure. The firm is newly registered (formed in 2021) and places additional emphasis on pension consulting and workplace‑plan services, areas the brochure notes are less common among peers.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Expertise
Annuities
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Occupation focus
Founder/Business Owner
Retired
Fee options
Fixed fees for financial planning services: $70 to $500 annually for automated services; $2,500 or 1.00% of net worth for traditional financial planning; Fixed fees for webinar/training seminars range from $197 to $499.
$0 - $250,000: 1.10% $250,001 - $500,000: 1.05% $500,001 - $1,000,000: 1.00% $1,000,001 - $2,500,000: 0.80% $2,500,001+: 0.70%
Hourly fee of $250 per hour for first hour, $100 per half hour thereafter; $99 for one-hour portfolio review.
Fee-only: Financial planning fixed fees ranging from $70 to $500 annually; Traditional financial planning fixed fee typically $2,500 or 1.00% of net worth (whichever is greater); Hourly fees of $250 per hour initially, then $100 per half hour; Portfolio review fee $99 for one hour.
Main office location
Riddick & Co Entrepreneurial Finance, LLC
Palm City FL, United States
Number of offices
1
Most active in
Riddick & Co Entrepreneurial Finance, LLC has reported serving >5 clients in these states in the last 12 months.
Florida
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
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.
Forms ADV
Quick links
LinkedIn
Facebook
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Instagram
Website
772-617-5757
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