RDA FINANCIAL NETWORK

RIASEC RegisteredEst. 2008

Total AUM

$675M

Discretionary

$675M

100% of AUM

Avg account

$444K

Accounts

1,522

Employees

Advisory reps

Firm details

Headquarters: AKRON, Iowa
CRD number: 147309
Registered since: October 16, 2008
Website: www.rdafn.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals81.47%
HNWI17.5%
Charitable Organizations0.63%
Corporations / Businesses0.39%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

RDA Financial Network is an independent, privately owned registered investment adviser organized as a corporation and operating since 2008. The firm serves both individual and family clients as well as institutional accounts and positions itself as a capital allocator that can source outside managers and solutions. Its revenue and engagement models include percentage-of-AUM fees alongside hourly and fixed-fee arrangements. The firm combines advisory services with brokerage and insurance activity: it acts as a registered representative of a broker-dealer and as an insurance broker. Core advisory capabilities listed on its ADV include comprehensive financial planning, portfolio management for individuals, small businesses and institutions, pension consulting and manager selection, plus educational workshops. RDA does not identify as an active ESG investor.