Ruby Pebble Financial Planning LLC
Firm details
- Headquarters
- ,
- CRD number
- 322267
- Website
- rubypebblefp.com
- Custodians
- CHARLES SCHWAB & CO., INC., ALTRUIST FINANCIAL LLC, MY529
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Client types
- HNWI64.17%
- Individuals35.83%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Ruby Pebble Financial Planning LLC is an independent, owner-operated registered investment adviser organized as an LLC. The firm serves individual and family clients, offering fee arrangements that include a percentage of assets under management, hourly and fixed fees, and other billing structures. Advisory services span comprehensive financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting third-party advisers. The firm is state-registered in California and Washington. Ruby Pebble identifies as a capital allocator, managing client portfolios with an emphasis on externally managed pooled funds and separate managed accounts rather than direct-stock-heavy strategies. The firm does not describe itself as an active ESG investor.
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
Asset composition
- Public Funds/Mutual Funds86%
- Cash & Cash Equivalents10%
- Exchange Traded Equities4%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations