Advisor at Provident Living Financial Services
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Firm
Provident Living Financial Services
Location
Lehi, UT 84043
Credentials
Series 66
Industry experience
23 years
Richard Barber is a financial advisor with Provident Living Financial Services in Lehi, UT, holding a Series 66 designation and having 23 years of industry experience. He has worked at several firms, including Wells Fargo Advisors Financial Network and Sutter Wealth Management, and currently serves on the board of Welfie, a technology platform licensing company. Provident Living Financial Services provides discretionary portfolio management, financial planning, and group retirement plan investment management for individuals, trusts, estates, nonprofit organizations, and business clients. The firm uses a blended advisory and financial wellness model with multi-tiered membership plans and integrates fundamental, technical, and cyclical analysis in its investment approach.
Based on Provident Living Financial Services
Based on Provident Living Financial Services
Based on Provident Living Financial Services
Estate planning support technology platform: $1,500 one-time plus $500 per subsequent document builder session; Cathedral Legacy & Wealth Stewardship services range from $5,000 to $20,000 per occurrence depending on phase and client status.
$0 - $10,000,000: 0.50% $10,000,001 - $100,000,000: 0.25% $100,000,001+: 0.125%
Standard hourly rate for financial wellness & advocacy services is $200 per hour.
Membership fees (financial wellness & advocacy): DIY $60/month, Journey $100/month, VIP $400/month, VIP+ requires $10 million AUM; surcharges and discounts apply.
Fee-only: Financial wellness & advocacy services billed at $200/hour, billed in 15 minute increments.
3450 N Triumph Blvd., Suite 102
Lehi, UT 84043
California · Idaho · Texas · Utah
Welfie
2024 - Present (2 years)
RB Financial Advocacy, LLC
2022 - 2023 (1 year)
PROVIDENT LIVING FINANCIAL SERVICES, Inc.
2016 - Present (10 years)
Frugalio, Inc.
2016 - 2023 (7 years)
Sole Proprietor Insurance Agent
2016 - 2021 (5 years)
Sutter Wealth Management
2010 - 2016 (6 years)
Wells Fargo Advisors Financial Network LLC
2010 - 2016 (6 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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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.
CFP®, Series 65
Lehi, UT
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CFA®
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Niemann Investments LLC
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