Advisor at Cimarron Wealth Management, Inc.
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Location
Worley, ID
Credentials
ChFC®, Series 63, Series 65
Industry experience
23 years
Richard Fangen is a financial advisor at Cimarron Wealth Management, Inc. with 23 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Cimarron Wealth Management in 2025, he worked with Financial Advocates Investment Management for over a decade. Outside of his advisory role, he is also an insurance agent, dedicating part of his time to offering insurance products and services. Cimarron Wealth Management provides investment advisory and financial planning services to individuals, including high-net-worth clients, trusts, estates, and business entities, as well as retirement-plan sponsors and participants. The firm’s investment approach focuses on value-oriented investing and strategic asset allocation, using a combination of model portfolios, tactical adjustments, and a mix of mutual funds, ETFs, and individual securities tailored to client objectives.
Based on Cimarron Wealth Management, Inc.
Based on Cimarron Wealth Management, Inc.
Maximum flat fee of $30,000 for asset management services; financial planning flat fees up to $30,000; maximum flat fee of $15,000 for retirement plan services.
$0 - $1,000,000: 1.50% $1,000,001 - $2,500,000: 1.25% $2,500,001 - $5,000,000: 1.00% $5,000,001 - $10,000,000: 0.90% $10,000,001 - $25,000,000: 0.80% $25,000,001 - $50,000,000: 0.70% $50,000,001+: Negotiable
Account minimum: $250,000 Minimum fee: Maximum annual flat fee of $30,000 for asset management services; maximum annual flat fee of $15,000 for retirement plan services. Fee-only: Asset management fees based on percentage of assets under management or maximum flat fees; Financial planning fees may be waived if client receives asset management services; Financial planning flat fees up to $30,000.
Worley, ID
Idaho · Washington
Cimarron Wealth Management, Inc.
2025 - Present (1 year)
Financial Advocates Investment Management
2015 - Present (11 years)
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Is active or affiliated with:
Lawyer
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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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.
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.
Series 66
Tekoa, WA
LPL Financial
Jon Strine is a financial advisor with LPL Financial, holding a Series 66 designation and 25 years of industry experience. He previously worked at Vorpahl Wing Securities and Wing Wealth Management. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.
Series 65
Worley, ID
Statheros Financial Solutions, Inc.
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