RPA Financial, LLC

Overview

RPA Financial, LLC is a limited liability company that registered with the SEC in 2018 and serves an institutional client base. The firm bills using a mix of asset-based fees, hourly charges, and fixed-fee arrangements. Its regulatory snapshot lists pension consulting among its advisory activities, although the adviser record flags that it is not designated as a pension consultant. The firm is not identified as an active ESG investor and is classified as an unclassified adviser; it does not report being a capital allocator. Industry relationships include ties to a broker‑dealer, another investment adviser, and an insurance company. Ownership is reported as a combination of a domestic entity and individual ownership.

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Location & Offices