R & R FINANCIAL PLANNERS, INC.

Overview

R & R Financial Planners, Inc. is an individual-owned advisory firm that focuses on financial planning and portfolio management for individuals and small businesses. The firm operates on a percentage-of-AUM fee model while maintaining broker-dealer and insurance relationships that allow it to offer both fee-based advisory services and commissionable insurance and brokerage products. Investment activity is tilted toward public equities, with a clear preference for exchange-traded instruments as the core of client portfolios. The firm does not identify as an active ESG investor and is not structured as a multi-state adviser. The advisory mandate appears to be primarily discretionary: the firm reports that its managed assets are under discretionary authority, which supports streamlined, manager-led allocation and rebalancing. Given the broker-dealer and insurance broker roles, the firm combines traditional planning and portfolio management with access to annuity and insurance solutions when appropriate for clients’ goals or risk-management needs.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices