Advisor at Zuwa Financial LLC
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Firm
Zuwa Financial LLC
Location
Lewisville, TX 75056
Credentials
CFP®, Series 63, Series 66
Industry experience
16 years
Richard Omobogie is a CFP® professional with 15 years of industry experience, currently serving as the owner and sole advisor at Zuwa Financial LLC since 2016. Prior to founding Zuwa Financial, he worked at TIAA-CREF Individual & Institutional Services, LLC for one year. He is also the owner and CEO of Zuwa Tax Consulting LLC, dedicating half of his time to this concurrent accounting and tax practice. Zuwa Financial LLC provides investment management and financial planning services to individuals, high-net-worth clients, and businesses. The firm typically uses passive, asset-allocation strategies with index funds and ETFs, working primarily on a non-discretionary basis and integrating tax planning through the advisor’s concurrent accounting practice.
Based on Zuwa Financial LLC
Based on Zuwa Financial LLC
$600 fixed fee for project-based or quick-start financial planning session, negotiable
$0 - $100,000: 1.50% $100,001 - $250,000: 1.00% $250,001 - $1,000,000: 0.75% $1,000,001+: 0.50%
$100.00 to $200.00 per hour, depending on service complexity
4400 State Hwy 121, Suite 300/#351
Lewisville, TX 75056
Texas
Zuwa Financial LLC
2016 - Present (10 years)
TIAA-CREF
2015 - 2016 (1 year)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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.
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.
Verified by Warmer
Series 63, Series 66
Frisco, TX
Cetera
Series 63, Series 65, Series 66
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Series 63
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Series 65
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Series 63, Series 65
Plano, TX
Gadiraju, Raju
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