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Righteous Financial, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$4,538,083
Clients
8
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
8
Very LowAverage account size
$567,260
About
Righteous Financial, LLC is a single-advisor registered investment adviser managing roughly $4.54 million for a small client base. The firm provides discretionary and non-discretionary asset management, financial planning, supervisory services for third‑party money managers, and retirement plan management for individuals, accredited investors, pension and profit-sharing plans, charitable organizations, corporations, and business owners.
The firm uses a range of analytical approaches — including modern portfolio theory, fundamental, technical and cyclical analysis — and implements strategies across equities, debt securities, ETFs, mutual funds, structured notes, REITs, commodities and partnership investments (notably health care, real estate and oil and gas). It typically recommends institutional custody and execution through Schwab’s advisor platform, monitors managed accounts at least annually, and documents trading and potential conflicts such as personal trading practices.
A noteworthy feature disclosed in the brochure is that a firm principal is a licensed insurance agent and may recommend or sell commissionable insurance products to advisory clients, which the firm identifies as a potential conflict of interest. The firm also offers retirement plan services that can include IPS and plan‑document review and, where appointed, discretionary ERISA fiduciary responsibilities — services that stand out for a solo independent adviser with a small number of clients.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Wealth management
Retirement plans for business owners (SEP, solo 401k)
Real estate investing
Annuities
Cash flow / budgeting
Fee options
Fixed fees for financial planning services ranging from $15 to $15,000; fixed fees for retirement plan management varying by plan
Below $1,000,000 - $1,000,000: 1.00% Subsequent $1,000,000 - $2,000,000: 0.90% Subsequent $1,000,000 - $3,000,000: 0.80% Subsequent $1,000,000 - $4,000,000: 0.70% Subsequent $1,000,000 - $5,000,000: 0.60% Beyond $5,000,000+: 0.50%
$50 to $500 per hour for financial planning specialized service projects
Fee-only: Financial planning fees: initial and fixed fees ranging from $25 to $25,000; hourly fees from $50 to $500 per hour; retirement plan management fees include initial fees from $250 to $25,000, fixed fees, and asset-based fees from 0.10% to 2.00%
Main office location
Righteous Financial, LLC
900 E 51 St St, Ste 111
Austin TX 78751-2240, United States
Number of offices
1
Most active in
Righteous Financial, LLC has reported serving >5 clients in these states in the last 12 months.
Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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