Advisor at Trinsic Capital, LLC
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.
Robert Richardson is a financial advisor at Trinsic Capital, LLC in Fort Worth, TX, with 13 years of experience. He holds a Series 65 credential and has been with Trinsic Capital since 2013. Trinsic Capital provides discretionary, fee-only portfolio management services to a diverse client base including individuals, trusts, institutions, non-profits, and business entities. The firm’s investment approach focuses on fundamental analysis and offers multiple equity strategies tailored to client objectives, managing all accounts on a discretionary basis with regular monitoring and rebalancing.
$0 - $1,000,000: 1.00% annually $1,000,000 - $5,000,000: 0.80% annually $5,000,000+: 0.60% annually
Account minimum: $500,000 Fee-only: Fee-only investment management services based on percentage of assets managed; no commissions or performance fees.
4200 S. Hulen St., Suite 500
Fort Worth, TX 76109
Texas
Trinsic Capital, LLC
2013 - Present (13 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
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.
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®
Fort Worth, TX
Waymaker Financial Planning
Michelle Vargas, Certified Financial Planner™ is the President of Waymaker Financial Planning, a Fee-Only firm that provides transparent and accessible financial guidance. She enjoys helping clients navigate and plan all aspects of their financial life so that they will worry less about their future and free up more time to spend doing what they love. After earning a degree in Finance from the University of Southwestern Louisiana in 1990, she moved to Florida and started her career with Harcourt Brace Publishing. Her journey into personal finance began when she signed up for her 401K and wanted to learn about additional options to plan for retirement. This eventually led to working as a financial advisor and completing the extensive education requirements for becoming a CFP® in 1998. She believes her experience as a young professional searching for unbiased advice enables her to better serve Gen XY professionals because she remembers what it was like being in their shoes. As a former homeschool parent and the wife of a federal employee, she is passionate about helping women, homeschool families, and federal workers plan wisely for a comfortable financial future. In her spare time, she enjoys hiking in Colorado, barbecuing with family, and working in her garden.
CFP®, Series 63, Series 65
Mansfield, TX
Miller Premier Investment Planning LLC
CFP®, Series 66
Burleson, TX
Azure Sky Financial Life Planning, LLC
CFP®, Series 66
Fort Worth, TX
The Dedicated Dollar
Series 63, Series 65
Aledo, TX
Harvest Capital Management
Series 63, Series 65
Bedford, TX
Corporate & Institutional Services, LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
