Richard Seaver, CFP®, Paladin 5 Star Advisor, NAPFA-RA
Louisville, Kentucky, 40201
Member Since 2005
1. Fee only advice, the only payment we ever receive are the fees our clients pay us - we sell no products whatsoever.
2. Limit the number of clients we work with to ensure the highest possible level of service along with the most creative, thoughtful, proactive advice, tailored to you. (Most good advisors are too busy).
3. Provide comprehensive financial planning advice, which encompasses all aspects of a client\'s financial affairs. (Most advisors only advise on certain aspects of your financial affairs)
4. Provide coordination to ensure all of your advisors work well together. (Some of the best opportunities are missed due to lack of communication)
5. Unique fee structure that is both reasonable & transparent
My Location
Background Information
Years of Financial Experience
- 12
Education
- University of Evansville (BS in Bus. Admin. with Finance concentration)
Certifications and Designations
- CFP®
- Paladin 5 Star Advisor
- NAPFA-RA
Methods of Compensation
- Financial Planning: Asset-based fee, Fixed fee
- Investment Services: Asset-based fee, Fixed fee
Full Disclosure
- I practice full disclosure for credentials, ethics, business practices, compensation, potential conflicts of interests, and financial services.
Primary Custodian(s)
- Fidelity/National Financial Srvs
Types of Financial Reports
- Performance Report (Quarterly)
- Market Environment Report (Quarterly)
- Other
Additional Business Practices
- I work with remote clients over the telephone and Internet
- My clients have online access to their financial data
- I review my clients' financial plans with them quarterly
- I review my clients' investment portfolios with them quarterly
Registration & Licensing
- CRD/IARD Number: 127132
- Insurance Licenses: None
Company Names
- Registered Investment Advisor: Valeo Financial Advisors, LLC
- Broker/Dealer: None
Fiduciary Status
- Acknowledged Fiduciary in advisory relationships
Compliance Record
- No Disclosures
Criminal Record
- No Disclosures
Planning Services
- Financial Planning, Retirement, College Funding, Estate, Charitable, Tax
Investment Services
- Strategy Development, Written investment policy, Asset allocation, Performance Reporting, Tax Efficient Strategies
Visit Website - http://www.valeofinancial.com
Richard Seaver
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