R & R WEALTH STRATEGIES, LLC

Overview

R & R Wealth Strategies, LLC is an individually owned limited liability company that operates as a small advisory practice focused on financial planning and the selection of other advisers for clients. The firm bills using hourly charges, fixed fees and other non-AUM fee arrangements rather than a traditional asset-based model. It identifies itself as a capital allocator, which suggests the practice directs client capital to external managers or vehicles rather than holding large discretionary portfolios in-house. Regulatory and structural details in the snapshot are sparse: the SEC registration year is not listed, the firm is classified as unclassified, it is not indicated to be a multistate adviser, not an active ESG investor, and it is not a pension consultant or related adviser. An industry affiliation with accountants is noted, which aligns with a planning-oriented practice that may coordinate tax or accounting resources for clients.

Assets & Accounts

Investments & Alternatives