Richardson Capital Management, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 17, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$350/hr

“INVESTMENT PORTFOLIO ANALYSIS Registrant’s investment portfolio analysis and advice fees are negotiable, but generally are $2,500 on a fixed fee basis and $350 on an hourly rate basis.”

Flat or project fee

$2,500

From the same sentence as above.

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Richardson Capital Management, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “In the event that the Registrant bills the client directly, payment is due upon receipt of the Registrant’s invoice.”
• “The Registrant shall deduct fees and/or bill clients quarterly in advance, based upon the market value of the assets on the last business day of the previous quarter.”
• “Registrant's annual investment advisory fee shall be prorated and paid quarterly, in advance, based upon the market value of the assets on the last business day of the previous quarter.”

How Richardson Capital Management, LLC’s fees compare

• Its hourly rate of $350 is above the Wisconsin median of $300. 61% of the 95 other Wisconsin planners that publish an hourly rate charge less.
• Its flat or project fee of $2,500 is below the Wisconsin median of $3,000. 32% of the 73 other Wisconsin planners that publish a flat or project fee charge less.

About Richardson Capital Management, LLC

• Firm size: 9 employees.
• Registered as an adviser: 2004 (22 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Clients

261

Employees

9

Works with

Individuals, high net worth individuals, and charities

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and other services

Assets managed

$582,209,509

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

130985

Website

richardson-financial.com (opens in new tab)

Phone

(262) 255-4100

Can advise clients in 7 states: Florida, Illinois, Louisiana, Minnesota, Nebraska, Texas, Wisconsin

Other planners in Wisconsin that publish fees

• 401K Investment ProfessionalsWaunakee$250/hr
• 808 InvestmentsEllsworth$200⁠-⁠$500/mo
• A-Team AdvisorsMedford$500/hr
• Adler FinancialOregon$175/hr
• Advisors Management Group IncLa Crosse$500
• Alliance Wealth Management Milwaukee, Inc.Milwaukee$150⁠-⁠$300/hr

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