RUTHERFORD ASSET PLANNING, INC.

Overview

Rutherford Asset Planning, Inc. is an independent registered investment adviser formed in 2003 that focuses on financial planning and portfolio management for individuals and small businesses. The firm operates under an owner-occupied structure and charges either a percentage of assets under management or fixed fees. Its client base is individual and family households rather than institutional sponsors or pensions. Investment activity is concentrated in public funds and mutual funds, reflecting a manager preference for pooled vehicles over serving as a capital allocator to external private fund managers. The firm is not registered as a multi-state adviser and does not identify as an active ESG investor. Advisory services include comprehensive financial planning and discretionary portfolio management tailored to individual and small-business clients, and the firm lists an industry affiliation with a law firm.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices