RFM Financial Solutions, LLC
Firm details
- Headquarters
- Mount Pleasant, Michigan
- CRD number
- 124468
- Registered since
- May 30, 2019
- Website
- rfmfinancialsolutions.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI78.73%
- Individuals16.03%
- Corporations / Businesses5.19%
- Charitable Organizations0.05%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
RFM Financial Solutions, LLC is an independent registered investment adviser formed as an LLC and SEC-registered in 2019. The firm serves both individual and family clients as well as institutional relationships, offering financial planning, portfolio management for individuals and small businesses, and pension consulting. Its fee options include asset-based fees, hourly charges, and fixed fees. RFM does not position itself as a capital allocator, does not identify as an active ESG investor, and is not registered as a multi-state adviser.
Assets & Accounts
Public Holdings
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
Asset composition
- Exchange Traded Equities89%
- Cash & Cash Equivalents11%
Owners & executives
1 of 1
Michael Harter
Chief Investment AdvisorCRD 4466247
Contacts
2 of 2
Sara Brubaker
Administrative AssistantCRD 7856609
Justin Cook
AccountantCRD 7429865
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Mount Pleasant, MI
Isabella
Location
Mount Pleasant, MI
Headquartered in Mount Pleasant, MI, anchoring the Mount Pleasant-Alma, MI metro in the Midwest.
- Metro area
- Mount Pleasant-Alma, MI
- Region
- Midwest
- County
- Isabella
- Address
- 805 N Brown St
- Time zone
- ET (UTC-5)
- Office locations
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