Rutterer Planning
RIASEC Registered
Total AUM
$15.7M
Discretionary
$15.7M
100% of AUM
Avg account
$309K
Accounts
51
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 316771
- Website
- ruttererplanning.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI98.99%
- Individuals1.01%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Rutterer Planning is an independently owned RIA organized as an LLC that focuses on serving individual and family clients. Its advisory services center on financial planning and portfolio management for individuals and small businesses. The firm charges fees via a mix of AUM-based percentages, hourly billing, and fixed fees. Rutterer Planning does not identify as an ESG investor, is not a multistate adviser, and does not act as a capital allocator or pension consultant.
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
- Public Funds/Mutual Funds89%
- Cash & Cash Equivalents6%
- Exchange Traded Equities4%
- US Government Bonds1%
Contacts
1 of 1
Philip Rutterer
Financial PlannerCRD 5281557
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations