R & R Wealth Strategies, LLC

RIAState Registered
Total AUM
—
Avg account
$0
Accounts
0
Employees
5
Advisory reps
1

Firm details

Headquarters
Ridgefield, Connecticut
CRD number
151405
Fee structure
Hourly Charges, Fixed Fees, Other
Services
Financial PlanningSelection of Other Advisers

Firm profile

FINTRX

Overview

R & R Wealth Strategies, LLC is a limited liability company that provides financial planning and the selection of third-party advisers. The firm operates as a capital allocator and charges clients through hourly, fixed-fee, and other non-AUM billing arrangements, which suggests a fee-for-service orientation rather than a traditional asset-based advisory model. Ownership is individual and the firm is state-registered in Connecticut and New York. It identifies an accounting affiliation among its industry connections and does not self-identify as an active ESG investor or a pension consultant.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • Frank Rowella

    Frank Rowella

    PartnerCRD 4094168

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Ridgefield, CT

Fairfield

Location

Ridgefield, CT

Headquartered in Ridgefield, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
Fairfield
Address
57 North St
Time zone
ET (UTC-5)
Office locations

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