Advisor at Ferri Investment Solutions
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
San Saba, TX
Credentials
CFA®, Series 63, Series 65
Industry experience
16 years
Richard Ferri is the sole advisor at Ferri Investment Solutions in San Saba, TX. He holds the CFA® designation as well as Series 63 and Series 65 licenses and has 16 years of industry experience. Prior to founding Ferri Investment Solutions in 2019, he operated Rick Ferri, LLC and worked at Portfolio Solutions, LLC. He is involved in investment-related publishing and industry consulting. Ferri Investment Solutions provides advice-only financial consulting to a diverse client base including individuals, families, trustees, retirement plan sponsors, nonprofits, and various institutional clients. The firm follows a long-term, passive investment philosophy focused on low-cost, broadly diversified index funds and ETFs, and does not manage client assets or take custody of funds.
Based on Ferri Investment Solutions
Portfolio 2nd Opinion™ one-time flat fee of $995
$450 per hour, increasing to $580 per hour on October 1, 2026
Minimum fee: Portfolio 2nd Opinion™ one-time flat fee is $995 Fee-only: Fixed fee of $995 for Portfolio 2nd Opinion™ plus hourly consulting fees
San Saba, TX
Texas
Ferri Investment Solutions
2019 - Present (7 years)
Rick Ferri, LLC
2017 - 2019 (2 years)
Portfolio Solutions, LLC
2015 - 2017 (2 years)
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