Richard
Spaulding
Forvis Wealth Advisors, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Richard Spaulding is a certified financial planner operating out of Springfield, Missouri with a total of 1 year of relevant experience. Spaulding is an advisor for Forvis Wealth Advisors, LLC. The advisor has gained experience at Forvis Wealth Advisors LLC, Greenleaf Trust and Indiana Trust Wealth Management. Spaulding is approved to work in North Carolina. Forvis Wealth Advisors, LLC is a registered investment business that has its headquarters in Springfield, MO. It has offices in 54 locations and a total of 120 employees. It has $7 billion in total assets between its 11,893 customer accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm provides services to 37 charities and foundations. Of its 11,893 accounts, 41% are held by high-net-worth individuals who have greater than $1 million in assets. Forvis Wealth Advisors, LLC has a wide set of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Financial management fee schedules depend on which services the firm provides the client. Fee types billed by Forvis Wealth Advisors, LLC can be comprised of some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Forvis Wealth Advisors, LLC Brokerage Details
$7,399,111,171
120
11,893
$622,140
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Richard Spaulding Work History
Richard has been registered as a financial advisor for 1 years.*
Forvis Wealth Advisors LLC
Greenleaf Trust
Indiana Trust Wealth Management
*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 Richard Spaulding 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 Forvis Wealth Advisors, LLC
Springfield, MO
Springfield, MO
Springfield, MO
Springfield, MO
Springfield, MO
Indianapolis, IN
Springfield, MO
Indianapolis, IN
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.
