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Michael Richter

Advisor at Veritas Wealth Advisors

Updated today

Location

Reno, NV 89511

Credentials

Series 63, Series 65

Industry experience

23 years

About

Michael Richter is a financial advisor at Veritas Wealth Advisors in Reno, NV, holding Series 63 and Series 65 licenses with 23 years of industry experience. He has worked with LPL Financial since 2011 and has been associated with Veritas Wealth Advisors and its predecessor firms since 2009. Richter also serves as an instructor for the American Financial Education Alliance, conducting educational seminars. Veritas Wealth Advisors provides investment supervisory services and financial planning to individuals, retirement plans, corporations, and trusts, managing approximately $99 million in assets. The firm offers discretionary account management across various portfolio types and serves both high-net-worth and non-high-net-worth clients.

Client services

Based on Veritas Wealth Advisors

Financial planning Portfolio management

Expertise

Based on Veritas Wealth Advisors

Retirement income strategy Income planning Tax-loss harvesting

Occupation focus

Based on Veritas Wealth Advisors

Retired

Fee options

Percentage

$250,000 - $750,000: 1.35% $750,001 - $2,500,000: 1.25% $2,500,001 - $4,500,000: 1.15% $4,500,001 - $7,500,000: 1.05% $7,500,001 - $10,000,000: .95%

Project-based

$250 per hour (negotiable)

Other

Account minimum: $250,000

Location

140 West Huffaker Lane, Ste 510

Reno, NV 89511

Most active in

Nevada

Work history

LPL Financial

2011 - Present (15 years)

Veritas Wealth Advisors, L.L.C., f/k/a Asset Fortress Advisors

2009 - Present (17 years)

Richter Planning / Richter Financial Services

2000 - Present (26 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Christian H

Series 65

Reno, NV

Hatchet Financial, LLC

Christian Hatch is the sole advisor at Hatchet Financial, LLC, an independent firm based in Reno, NV. He holds a Series 65 designation and has four years of industry experience, including roles at Nevada Retirement Planners and Pathfinder Wealth Management. Outside of his advisory work, he is employed full-time as a security officer at Switch, Inc. Hatchet Financial provides investment management and financial planning services primarily for individual clients, including some high-net-worth individuals. The firm’s approach incorporates asset allocation and Modern Portfolio Theory, blending passive and active strategies tailored to client risk tolerance and objectives.

Business sale tax planning Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance
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Michael A

Series 63, Series 65

Reno, NV

Wolf Pack Wealth

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Retirement income strategy General tax planning Business ownership considerations Private / alternative investments Founder/Business Owner Retired Young Professionals Mid-Career Professionals
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Brian L

CFP®, Series 66

Reno, NV

Softwealth

Brian Lowrance is a CFP® with 12 years of industry experience and has been the sole advisor at Softwealth since 2015. He holds a Series 66 license and operates out of Reno, NV. Outside of his advisory work, Lowrance has a minority interest in an automobile repair business. Softwealth is an independent registered investment adviser that manages approximately $17 million in client assets for a small client base including individuals, trusts, charities, and small businesses. The firm employs a range of investment strategies such as fundamental and technical analysis, modern portfolio theory, and targeted asset allocation, offering both discretionary and non-discretionary portfolio management without a minimum account size.

Wealth management Active portfolio management Concentrated stock management
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Lee H

CFP®, CFA®, Series 63, Series 65

Reno, NV

Firmament Financial

Lee Hernandez is a CFP® and CFA® with six years of industry experience, currently serving as the sole advisor at Firmament Financial in Reno, NV. His prior work includes roles at Catholic Charities of Northern Nevada, Lumos & Associates, Inc., the University of Nevada, Reno, Monarch Casino and Resort, Inc., and AES Corp. Hernandez also provides tax preparation services to advisory clients through Firmament Financial. Firmament Financial offers tailored investment management, comprehensive financial planning, and tax return preparation to individuals, businesses, and charitable organizations. The firm focuses on asset-allocation-based, primarily passive portfolios using index mutual funds and ETFs, while also incorporating various analytical methods and derivatives strategies, and is distinguished by its combined advisory and public accounting services.

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) Founder/Business Owner Executive Mid-Career Professionals
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John J M

Series 66

Reno, NV

Klaraos, LLC

John J Mueller is a financial advisor at Klaraos, LLC with 19 years of industry experience. He holds a Series 66 credential and has been with Klaraos since 2008. In addition to his advisory role, he manages several miscellaneous business ventures unrelated to investment activities. Klaraos, LLC provides portfolio management, financial planning, and consulting services to a diverse client base including individuals, estates, corporations, pension plans, and charitable foundations. The firm employs a combination of fundamental and technical analysis to develop individualized investment strategies across various asset classes and offers both discretionary and non-discretionary account management.

Private / alternative investments Options & derivatives strategies Active portfolio management Real estate investing Founder/Business Owner
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Caleb L

Series 63, Series 65

Reno, NV

Caleb Lawrence Registered Investment Adviser Inc.

Active portfolio management Retirement plans for business owners (SEP, solo 401k)
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