Advisor at Buck Wealth Strategies, LLC
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Firm
Buck Wealth Strategies, LLC
Location
Shallotte, NC 28470
Credentials
Series 63, Series 65
Industry experience
1 year
Trent Richardson is a financial advisor with Buck Wealth Strategies, LLC, holding Series 63 and Series 65 licenses and one year of industry experience. His prior roles include positions at Symphony One Capital Management, Equitable Advisors, and Comprehensive Financial Consultants. He serves as a Platoon Leader in the North Carolina National Guard. Buck Wealth Strategies is a multi-advisor team managing approximately $565 million in discretionary assets for individuals, trusts, and employer-sponsored retirement plans. The firm employs a top-down investment approach focused on macro-environmental tactical asset allocation and constructs portfolios tailored to client risk profiles using a variety of equity, fixed income, and fund vehicles.
Based on Buck Wealth Strategies, LLC
Based on Buck Wealth Strategies, LLC
Retirement plan advisory flat fees range from $2,500 to $50,000; fees based on plan assets up to 1.50% also possible.
Up to 1.50% annually, negotiable based on account size, complexity, and other factors
Insurance commissions received separately from advisory fees; commissions vary by product and carrier.
Financial planning hourly rate of $400/hour used for prorated fees if agreement terminated early.
Account minimum: $25,000 Fee-only: Financial planning fees negotiated individually; 50% due on signing, remainder on delivery; hourly rate $400/hour for prorated fees on terminated agreements.
5039 Main St., #5
Shallotte, NC 28470
North Carolina
Buck Financial Services - Outerbanks
2026 - Present (1 year)
Buck Wealth Strategies
2026 - Present (1 year)
Madison Avenue Securities
2026 - Present (1 year)
E.A. Buck Insurance Inc. dba E.A. Buck Financial Services
2026 - Present (1 year)
Symphony One Capital Management, LLC
2025 - 2026 (1 year)
Equitable Advisors
2024 - 2025 (1 year)
Summer 1 LLC
2024 - 2024 (1 year)
Solution Tree
2024 - 2024 (1 year)
North Carolina National Guard
2024 - Present (2 years)
United States Army
2023 - 2024 (1 year)
Ready and Abel Construction
2023 - 2023 (1 year)
B&L IT Services
2022 - 2022 (1 year)
Comprehensive Financial Consultants
2021 - 2023 (2 years)
Guys and Dollies
2021 - 2021 (1 year)
B&L IT Services
2020 - 2020 (1 year)
Monroe County Community School Operation
2020 - 2020 (1 year)
B&L IT Services
2020 - 2020 (1 year)
Electric Plus
2019 - 2019 (1 year)
CS Property Management
2017 - 2021 (4 years)
Baldy's Pizzeria
2017 - 2017 (1 year)
Student
2014 - 2017 (3 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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.
Series 63, Series 65, Series 66
Bolivia, NC
Liberty Square Wealth Partners LLC
Series 63, Series 65
Bolivia, NC
Riggs Asset Management Co Inc
ChFC®, Series 63
Little River, SC
Macro Advisors, Inc.
Series 65
Shallotte, NC
Buck Wealth Strategies, LLC
Series 65
Shallotte, NC
Buck Wealth Strategies, LLC
Series 66
Shallotte, NC
Buck Wealth Strategies, LLC
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