Elizabeth
Richardson

Origin Financial

CRD#7194226
Investment Advisor
in Boston, MA

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About this Advisor

Elizabeth Richardson is a certified financial planner and personal financial specialist who works out of Boston, Massachusetts with 2 years of relevant experience. Richardson is an employee of Origin Financial. Throughout their career, they have worked at Trinity Financial Advisors, LLC, Tempcpa, Inc, Blute Financial Coaching and Origin Financial. Richardson holds a Series 65 license, designating them as an investment advisor representative, and can operate in Illinois. Origin Financial is a firm that has its headquarters in Boston, MA. It oversees $478 thousand in assets across its 23 client accounts, making it one of the smaller financial advisory firms in the country by assets under management. The business has a set of services, such as financial planning services and portfolio management for individuals and small businesses. Financial advisory fees depend on which service is provided. However, fee types billed by Origin Financial likely include some blend of asset-based and fixed fees.

Certifications and Registrations

Series 65, CERTIFIED FINANCIAL PLANNER™, Personal Financial Specialist

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

177 Huntington Ave Ste 1703 Pmb 50966
Boston, MA 02115-3153

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Origin Financial Brokerage Details

Total Assets Under Management

$478,000

MA Average: $16,012,751,954
Total Number of Employees

219

MA Average: 118
Total Number of Accounts

23

MA Average: 4,567
Average Account Size

$20,783

MA Average: $3,506,186

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Elizabeth Richardson Work History

Elizabeth has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Blute Financial Coaching

2021 - Present (3 years)

Origin Financial

2004 - Present (20 years)

Tempcpa, Inc

2019 - 2021 (2 years)

Trinity Financial Advisors, LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Elizabeth Richardson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Origin Financial

Derek Cheshire
Boston, MA
Dace Dekruif
Boston, MA
Jodie Williams
Boston, MA
Matthew Shapiro
Culver City, CA
Michael Hakimi
Boston, MA
Susan Gardiner
Saunderstown, RI
Michelle Petrowski
Boston, MA
David Barta
Grovetown, GA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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