R&B FINANCIAL CONSULTANTS
Firm details
- Headquarters
- WADSWORTH, Ohio
- CRD number
- 119842
- Fee structure
- Fixed Fees
- Services
- Financial Planning
Firm profile
FINTRXOverview
R&B Financial Consultants operates as a small, sole-proprietor advisory and brokerage practice that focuses on fee-based financial planning while also acting as a registered representative of a broker-dealer and an insurance broker. The firm charges fixed fees for planning work rather than collecting asset-based advisory fees, and it does not present itself as an ESG-focused or multi-state advisory platform. Its investment activity centers on using packaged investment vehicles and third-party managers to implement client strategies rather than running in-house active management. Given its business mix—brokerage, insurance distribution and financial planning—the firm typically combines brokerage and insurance solutions with mutual funds and externally managed real estate exposures to meet client needs. The firm is not classified as a pension consultant, capital allocator, or related-adviser network participant.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1BRYAN LAUBAUGH
Owner, PresidentCRD 1438671
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
WADSWORTH, OH
MEDINA
Location
WADSWORTH, OH
Headquartered in WADSWORTH, OH, anchoring the Cleveland-Akron-Canton, OH metro in the Midwest.
- Metro area
- Cleveland-Akron-Canton, OH
- Region
- Midwest
- County
- MEDINA
- Address
- 224 Quadral Dr
- Time zone
- ET (UTC-5)
- Office locations
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