R & R Financial Planners, Inc.

Overview

R & R Financial Planners, Inc. is a small, privately owned corporate RIA that focuses on individuals and families. The firm provides financial planning and portfolio management for individual and small-business clients, operating under a percentage-of-AUM fee model while also maintaining broker-dealer and insurance-broker activities. That dual role means advisors at the firm can both manage discretionary portfolios and distribute insurance or brokerage products. The firm is SEC-registered as of 2023 and is not structured as a multi-state or multi-affiliate adviser. It does not identify as an ESG investor or a capital allocator; its core advisory services are directed at retail households rather than institutional sponsors or pensions.

Assets & Accounts

Public Holdings

Investments & Alternatives