R & R Wealth Strategies, LLC
Firm details
- Headquarters
- Ridgefield, Connecticut
- CRD number
- 151405
- Fee structure
- Hourly Charges, Fixed Fees, Other
- Services
- Financial PlanningSelection of Other Advisers
Firm profile
FINTRXOverview
R & R Wealth Strategies, LLC is a limited liability company that provides financial planning and the selection of third-party advisers. The firm operates as a capital allocator and charges clients through hourly, fixed-fee, and other non-AUM billing arrangements, which suggests a fee-for-service orientation rather than a traditional asset-based advisory model. Ownership is individual and the firm is state-registered in Connecticut and New York. It identifies an accounting affiliation among its industry connections and does not self-identify as an active ESG investor or a pension consultant.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Location
Ridgefield, CT
Fairfield
Location
Ridgefield, CT
Headquartered in Ridgefield, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Fairfield
- Address
- 57 North St
- Time zone
- ET (UTC-5)
- Office locations
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