R & R Wealth Strategies, LLC
Firm details
- Headquarters
- Ridgefield, Connecticut
- CRD number
- 151405
- Fee structure
- Hourly Charges, Fixed Fees, Other
- Services
- Financial PlanningSelection of Other Advisers
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1
Frank Rowella
PartnerCRD 4094168
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
Similar firms
Colchester Investment Counsel LLC
RIARidgefield, CT
Achieve Retirement & Wealth Management, LLC
RIARidgefield, CT
Diamant Asset Management, Inc.
RIARidgefield, CT
Fairview Capital Partners, LLC
RIAWest Hartford, CT
Krauss Whiting Capital Advisors LLC
RIAStamford, CT
RJA Asset Management LLC
RIAStamford, CT