Riddick & Co Entrepreneurial Finance, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
Occupation focus
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
Palm City FL
Advisors at this office
1
Most active in
Florida
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:
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
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")