Advisor at Rich Dewitt Wealth Management LLC
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Firm
Rich Dewitt Wealth Management LLC
Location
Chattanooga, TN 37421
Credentials
Series 66
Industry experience
12 years
Richard De Witt is a financial advisor with Rich DeWitt Wealth Management LLC in Chattanooga, TN, holding a Series 66 designation and 12 years of industry experience. He previously worked at Edward Jones for 10 years before founding his own firm in 2024. Rich DeWitt Wealth Management serves individuals, trusts, retirement plans, and business entities by providing portfolio management, financial planning, and retirement plan consulting. The firm employs a diverse investment approach combining fundamental, technical, quantitative, and qualitative analysis, and offers services that include insurance products alongside broader business-oriented planning and ERISA retirement plan consulting.
Based on Rich Dewitt Wealth Management LLC
Based on Rich Dewitt Wealth Management LLC
Flat fees charged on case-by-case basis for financial planning, consulting, and retirement plan consulting
Up to $250 per hour for financial planning and consulting services; hourly or flat fee for retirement plan consulting
Fee-only: Financial planning and consulting hourly fees up to $250/hour; flat fees also charged on case-by-case basis, with maximum retainer $500
5959 Shallowford Rd, Suite 105
Chattanooga, TN 37421
Georgia · Louisiana · Tennessee · Texas
PKS Investments
2024 - Present (2 years)
Richard DeWitt Wealth Management
2024 - Present (2 years)
Edward Jones
2013 - 2023 (10 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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.
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We are a flat fee financial advisory firm that provides comprehensive financial planning that connects every part of your financial life. We create a clear, actionable roadmap to: Fund College with Confidence: We’ll help you save for college, find more scholarship money and tax-efficient ways to invest so you can lower the cost of a high-quality college education. Secure Your Retirement: We'll build a solid retirement plan that won't be derailed by tuition bills, ensuring you have the freedom to enjoy your later years. Create Cohesion: We'll simplify your complex financial picture, bringing all your assets and goals into one unified strategy. It's about having a clear plan that allows you to achieve both of your most important goals without compromise.
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