Rhotopia Financial Advisors

Overview

Rhotopia Financial Advisors is an independent, single-owner RIA organized as an LLC that serves individual and family clients. Its service mix blends financial planning and portfolio management for individuals, small businesses, and institutional/business clients with insurance brokerage capabilities. The firm charges a mix of percentage-of-AUM fees plus hourly and fixed-fee arrangements and reports that it does not act as a capital allocator or an active ESG investor. Regulatory details such as SEC registration year and multi-state adviser status are not provided.

Assets & Accounts

Investments & Alternatives

Location & Offices