Hoertkorn Richard Charles
1112 SIR FRANCIS DRAKE BLVD., Kentfield, California 94904-1419
SEC CRD#104649
Last ADV filed: 02/09/2026
Verified Fiduciary
Confirmed via SEC Form ADV registration data. This firm has a legal obligation to act in your best interest.
Clean Disciplinary Record
No criminal, civil, or regulatory disclosures found in SEC or FINRA records.
Additional Compensation Disclosed
This firm has disclosed additional revenue sources (insurance, brokerage, or proprietary products) in their SEC filings. Review the details below.
Fee Structure
Compensation methods:
Percentage of AUMHourly fees
Compensation Transparency
- Also licensed to sell insurance products
- Also offers proprietary investment products
These additional revenue sources are disclosed in the firm's Form ADV filing with the SEC. Ask the advisor directly how these affiliations affect the advice you receive.