Blanchard Wealth Partners

Blanchard Wealth Partners (CRD# 298993) is a financial advisory firm headquartered in Richmond, TX. They manage $570,870 in 10 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
10401 S Mason Rd, Ste A-103, Richmond, TX 77406
https://twitter.com/blanchardwealth
By the Numbers
  • Total Assets Under Management
    1
    MILLION
  • Total Number of Accounts
    10
    ACCOUNTS
  • Average Account Value
    $57,087
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
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.

LA, TX

Financial Advisors at Blanchard Wealth Partners
Showing 1 - 1 of 1 top financial advisors.
1
Sonny Blanchard, financial advisor Richmond TX
Sonny M. Blanchard
CRD#: 7026601
10401 S Mason Rd, Ste A-103, Richmond, TX 77406

Sonny Blanchard (CRD# 7026601) is an Investment Advisor Representative working at Blanchard Wealth Partners in Richmond, TX and has 1 year of experience in the finance industry. Sonny Blanchard 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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