Rice Financial Consulting, Inc.

Overview

Rice Financial Consulting, Inc. operates as a fee-based advisory firm that primarily advises individual, family and institutional clients through non-discretionary relationships. The firm is structured to act as a capital allocator—selecting and recommending third-party managers rather than implementing a proprietary product lineup. That approach shows up in their core advisory activity: selection of other advisers. Rice Financial Consulting leans heavily on pooled public funds for client exposure and supplements that with allocations to third-party real estate strategies. The firm does not position itself as an active ESG investor and is not registered as a multi-state adviser. Rice Financial Consulting charges clients on a percentage-of-AUM basis and has been SEC-registered since 2016. Its owner structure is individual ownership and it is classified as unclassified on filings. Because assets are held non-discretionarily, the firm typically provides model selection, manager due diligence and written recommendations while custodians or third-party managers execute the trades and custody the assets.

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