Advisor at Financial Analytics, LLC
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Firm
Financial Analytics, LLC
Location
Melbourne, FL
Credentials
CFP®, ChFC®
Industry experience
20 years
Richard Greenhill is a CFP® and ChFC® with 20 years of experience in the financial industry. He is the sole advisor at Financial Analytics, LLC, an independent firm based in Melbourne, FL. Since 2010, he has also been affiliated with American Equity Investment Corporation. Outside of his advisory work, he serves as a bookkeeper for a homeowner association. Financial Analytics, LLC provides financial planning and investment supervisory services to individual clients, focusing on personalized planning and portfolio management under CFP Board practice standards. The firm manages approximately $5.8 million in assets across about 15 client relationships, employing a collaborative, non-discretionary approach to advisory services.
$0+: 0.5% N/A+: 1%
$125.00 per hour, billed in 6 minute increments
Melbourne, FL
Florida
American Equity Investment Corporation
2010 - Present (16 years)
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Insurance agent
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Broker-dealer / trader
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Trust company
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
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Other specialized services
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