RFM FINANCIAL SOLUTIONS, LLC

Overview

RFM Financial Solutions, LLC is an independent registered investment adviser that provides financial planning, portfolio management for individuals and small businesses, and pension consulting services. The firm favors equity-centered portfolios, with a large portion of client assets held in exchange-traded equities and ETFs. Fee arrangements are flexible: percentage-of-AUM fees sit alongside hourly and fixed-fee engagements, allowing the firm to serve both ongoing advisory relationships and project-based planning work. RFM works with both individual and institutional clients, and its practice emphasizes discretionary portfolio management — roughly three quarters of assets are managed on a discretionary basis. The firm does not position itself as a capital allocator to private fund managers and is not listed as an active ESG investor. Investment implementation is executed through standard liquid instruments (equities, ETFs, mutual funds) with annuities used selectively for income and risk-transfer objectives.

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