RICHARDSON FINANCIAL SERVICES
SEC RegisteredTraditional financial advice often ignores taxes and other critical priorities
About the firm
Richardson Financial Services is a comprehensive financial planning practice based in Medway, Massachusetts, founded in 1997 by Steven Richardson. The firm considers itself the client's and family's Chief Financial Officer (CFO), committed to helping clients realize their financial future and achieve both individual and family goals. It offers a wide range of financial services through a team of CPAs, CFP® professionals, and other specialists in tax planning, risk management, retirement income, and asset management.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Comprehensive financial planning, estate planning, risk management, tax planning, retirement planning, investment portfolio management, and insurance.
Who they serve
Individuals and families seeking comprehensive financial planning, described as 'big dreamers' with financial goals they want to achieve.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 86 | $28M |
| High Net Worth Individuals | 106 | $193M |
| Insurance Companies | 1 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $250,000 | 1.81% |
| Next $250,000 | 1.56% |
| Next $500,000 | 1.50% |
| Next $1,000,000 | 1.36% |
| Next $3,000,000 | 1.26% |
| Over $5,000,000 | 1.26% |
Data as of April 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. RICHARDSON FINANCIAL SERVICES has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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