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Advisors / Florida / Wesley Chapel
9yrs

Richard Eusebe

Financial advisor at Edelman Financial Engines

Richard Eusebe is a fiduciary financial advisor in Wesley Chapel, Florida, with 9 years in the industry. After a year at Raymond James & Associates and less than a year at Strategic Advisers, Richard joined Edelman Financial Engines in 2026, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, hourly fees, and subscription fees.

One of 118 advisors with offices in Wesley Chapel, and one of 111 fiduciaries.

Wesley Chapel, FLFiduciary advisor

At a glance

Experience9 years (since 2017)
How that compares ?9 years in the industry
OfficeWesley Chapel, FL
How the firm is paid ?Percent of assets, Hourly, Subscription, Flat fee, Other
Typical client at the firm ?$375,508
Advisors at the firm727
States licensed ?1 state

Services through Edelman Financial Engines

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshops

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 66Uniform Combined State Law Examination

Career

  1. Mar 2026 – now
  2. Jul 2025 – Feb 2026
  3. Mar 2025 – May 2025
  4. 2021 – 2025
    Fidelity Personal and Workplace AdvisorsPreviously
  5. Oct 2019 – Feb 2020
    Morgan StanleyPreviously

Questions to ask Richard

Tailored to Richard’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. What does a financial plan with you include, and how often is it updated?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About Richard

How do I contact Richard?

Call Edelman Financial Engines at (833) 752-6333 and ask for Richard Eusebe. Richard works from the Wesley Chapel, FL office.

How long has Richard been a financial advisor?

Richard has been in the industry since 2017, about 9 years. 9 years in the industry.

What licenses does Richard hold?

Series 63, Series 66. Tap any license on this page to see what it allows.

Is Richard a fiduciary?

Richard is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Richard paid?

Edelman Financial Engines reports being paid by a percentage of the assets they manage, hourly fees, subscription fees, flat or fixed fees, other fees. Ask Richard for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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