Advisor at The Partners Wealth Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Snowflake, AZ
Credentials
Series 65
Industry experience
2 years
Dustin Richards is a Series 65-licensed financial advisor at The Partners Wealth Management with two years of industry experience. He has prior experience at Summit Global Investments and operates his own CPA firm, Dustin Richards CPA PLC, where he prepares tax forms, audits, and performs general accounting. The Partners Wealth Management serves individuals, families, trusts, estates, businesses, and retirement plans, providing comprehensive investment management and financial planning through a multi-team advisor structure. The firm employs customized portfolio strategies using internal and third-party models and generally holds discretionary authority to implement client strategies.
Based on The Partners Wealth Management
Fixed fees may be charged for financial planning engagements.
up to 2.99% annually (negotiable based on assets, complexity, and relationship)
Investment Advisory Representatives may earn separate commissions as registered representatives or insurance agents; commissions are separate and in addition to advisory fees.
Up to $400 per hour for one-time financial planning and consulting services.
Fee-only: Investment advisory fees up to 2.99% annually based on assets; platform fees up to 0.25% annually; third-party Model Provider or TPIM fees up to 1% annually; hourly financial planning fees up to $400/hour; fixed fees for financial planning engagements; retirement plan advisory fees up to 1% annually or fixed rate.
Snowflake, AZ
Arizona
ThePartners Wealth Management
2024 - Present (2 years)
Summit Global Investments
2023 - 2024 (1 year)
Dustin Richards CPA
2022 - Present (4 years)
Allied Anesthesia
2021 - 2022 (1 year)
Summit Healthcare Regional Medical Center
2018 - 2021 (3 years)
Deloitte
2017 - 2018 (1 year)
Summit Healthcare Regional Medical Center
2016 - 2017 (1 year)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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.
CFP®, Series 63, Series 65
Snowflake, AZ
Better World Planning
Kevin Dunford is a CFP® with five years of industry experience, currently serving as the sole advisor at Better World Planning. His prior experience includes roles at Intuit, where he works as a tax preparer, SwitchPoint Financial Planning, Commonwealth Financial Network, and Charles Schwab & Co., Inc. Outside of advising, he owns KJD Investments LLC, a business brokerage account used for options trading. Better World Planning offers advice-only financial planning primarily through virtual meetings, serving individuals and high-net-worth clients. The firm provides comprehensive financial, tax, and estate planning without managing client assets, focusing on investment recommendations aligned with modern portfolio theory and passive strategies.
Series 66
Taylor, AZ
Cetera
Hilary Jones Rojo is a financial advisor with Cetera, holding a Series 66 designation and 23 years of industry experience. Her career includes roles at LPL Financial, Securities America, and Verus Capital Partners. Outside of advising, she serves as president of Holy Ghost Ranch, Inc., an animal rescue organization focused on the care and treatment of rescue horses. Cetera Investment Advisers supports a diverse client base, including individuals, high-net-worth investors, institutions, and retirement plans, through a large network of independent advisors. The firm offers various portfolio management and fiduciary services, combining retirement and institutional capabilities with access to multiple program structures and third-party managers.
CFP®, Series 63
Snowflake, AZ
Edward Jones
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