R&B FINANCIAL CONSULTANTS

Overview

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.

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Location & Offices