Richard Caw, financial advisor Columbus OH

Richard Caw

CRD Number: 2705644
Current Firm: Better Money Decisions

Richard Caw (CRD# 2705644) is an Investment Advisor Representative working at Better Money Decisions in Columbus, OH and has over 27 years of experience in the finance industry. Richard Caw has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Similar Advisors
Teresa Owsley, financial advisor Columbus OH
Teresa D. Owsley
CRD# 2483337
Stratos Wealth Partners, Ltd
Similar Advisors
Matthew Freiburger, CFA, CPA, financial advisor Columbus OH
Matthew R. Freiburger, CFA, CPA
CRD# 5207204
Shuttleworth & Company
Similar Advisors
Fred Abbott, financial advisor Columbus OH
Fred J. Abbott
CRD# 2278230
Lpl Financial LLC
Professional Designations
Company Name Location Dates Years
Better Money Decision Columbus, OH Mar 2023 - Current 1
The Sherrington Group Columbus, OH Oct 1999 - Feb 2023 23
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1996
Contact Info for Richard C. Caw
Phone Number: 844-507-0961
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    272
    MILLIONS
  • Total Number of Accounts
    276
    ACCOUNTS
  • Average Account Value
    $985,157
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AZ, CA, MA, MI, NH, NM, OH, OR, TX

Ready to hire a financial advisor? Get competitive proposals from Richard Caw and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.