Richard Ferri, CFA (Rick)

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Subject Matter Expert On:

  • Building Wealth/Saving
  • Investing

Regions of Travel:

  • North America
  • Worldwide

Available For:

  • Workshop
  • Moderator
  • Media Interviews
  • Keynote address
  • Panelist
  • Podcast Interview

Travels From:

Georgetown, TX

About Richard

Richard (Rick) Ferri has over 30-years of experience advising individual investors. He began his career in 1989 as a Wall Street broker. In 1999, after becoming enlightened to index fund investing, he founded one of the nation’s first low-fee portfolio management companies.

Rick charged a revolutionary low fee of 0.25% per year to his clients, far less than the typical adviser that charges fees of 1% of account size or more and still do. His firm grew assets rapidly and topped over $1.5 billion before the firm was purchased by a private equity investor in 2017.

Today, Rick is the CEO of Ferri Investment Solutions were he advises affluent DIY (do-it-yourself) investors using an as-needed hourly fee. Rick believes most investors can manage their portfolio without paying an ongoing adviser fee, providing they keep their investments simple by using only a few good stock and bond index funds. People who choose to take this investment path will save hundreds of thousands of dollars in adviser fees over their lifetime.

Rick has published extensively on the benefits of low-cost investing, including several books on index funds, ETFs, and asset allocation. He also writes for Forbes.com and The Wall Street Journal. He’s the creator and host of the Bogleheads On Investing podcast, a program sponsored by the John C. Bogle Center for Financial Literacy, a 501(C)3 organization dedicated to helping individuals learn to invest better and with less cost.

Rick graduated from the University of Rhode Island with a Bachelor of Science Degree in Business Administration and from Walsh College with a Master of Science Degree in Finance. He became a CFA charterholder in 1994. Rick is also a retired Marine Corps officer and pilot who flew fighters off aircraft carriers.

Prepared Talks & Workshops:

  • A Few Good Funds (former title was The Education of an Index Investor)