Commonwealth Financial Network
42yrs
Top advisor by experience in Medway
4yrs
Caleb Smith
Financial advisor at Richardson Financial Services
Caleb Smith has worked in the financial industry for 4 years and is a fiduciary financial advisor based in Medway, Massachusetts. After three years at J.P. Morgan Securities, Caleb joined Richardson Financial Services in 2026, a firm offering financial planning, investment management, and selecting outside investment managers. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 10 advisors with offices in Medway, and one of 9 fiduciaries.
At a glance
Experience4 years (since 2022)
How that compares ?4 years in the industry
Office165 Village St, Medway, MA 02053
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$1.15 million
Advisors at the firm4
States licensed ?1 state
Services through Richardson Financial Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managers
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 66Uniform Combined State Law Examination
Career
- Aug 2026 – nowRichardson Financial ServicesCurrent firm
- 2022 – 2025J.P. Morgan Securities LLCPreviously
Contact Caleb
(508) 533-2335Richardson Financial Services main office 165 Village StMedway, MA 02053Office · Get directions
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Questions to ask Caleb
Tailored to Caleb’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Caleb
How do I contact Caleb?
Call Richardson Financial Services at (508) 533-2335 and ask for Caleb Smith. Caleb works from the Medway, MA office.
How long has Caleb been a financial advisor?
Caleb has been in the industry since 2022, about 4 years. 4 years in the industry.
What licenses does Caleb hold?
Series 66. Tap any license on this page to see what it allows.
Is Caleb a fiduciary?
Caleb is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Caleb paid?
Richardson Financial Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Caleb 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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