Riverchase Financial Planning, LLC

Riverchase Financial Planning, LLC (CRD# 156950) is a financial advisory firm headquartered in Flower Mound, TX. They manage $23,150,000 in 142 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    23
    MILLION
  • Total Number of Accounts
    142
    ACCOUNTS
  • Average Account Value
    $163,028
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Riverchase Financial Planning, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Albert E. Dean
CRD#: 2768409
8117 Preston Road, Suite 300, Dallas, TX 75225
96
Wealthminder
score

Albert Dean (CRD# 2768409) is an Investment Advisor Representative working at Riverchase Financial Planning, LLC in Dallas, TX and has over 19 years of experience in the finance industry. Albert Dean 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.

2
Sean P. Kelleher
CRD#: 2922697
8117 Preston Road, Suite 300, Dallas, TX 75225
96
Wealthminder
score

Sean Kelleher (CRD# 2922697) is an Investment Advisor Representative working at Riverchase Financial Planning, LLC in Dallas, TX and has over 19 years of experience in the finance industry. Sean Kelleher 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.

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