Rf&L Wealth Management, LLC

RIASEC Registered

Total AUM

$381M

Discretionary

$352M

92% of AUM

Avg account

$823K

Accounts

463

Employees

Advisory reps

Firm details

Headquarters: Acton, Massachusetts
CRD number: 140210
Registered since: May 17, 2006
Website: www.rflwealth.com
Custodians: NATIONAL FINANCIAL SERVICES LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI89.53%
Individuals6.26%
Corporations / Businesses2.39%
Charitable Organizations1.58%
Pension & Profit Sharing Plans0.24%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Rf&L Wealth Management, LLC is an independent, owner-operated registered investment adviser that focuses on fee-based wealth management for individuals, families and institutional clients. The firm is SEC-registered (initial registration in 2006) and describes itself as a capital allocator that both manages portfolios directly and selects outside managers when appropriate. Its advisory services include comprehensive financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and the selection of other advisers. Its fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. The firm does not identify as an active ESG investor.