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Colorado Springs, CO 80920
719-412-0184
Empowering your journey to wealth and well-being
About Howe & Rusling, Inc.
Howe & Rusling is a full-service wealth management firm that provides financial planning, investment management, estate planning and tax strategy. We believe in a holistic, data-driven approach to evaluate and optimize your financial well-being.
Our process begins with fully understanding what you want most out of life. Using sophisticated tech and in-depth analysis we'll collaboratively create a strategic roadmap to help you achieve more with your money.
See Disclosures
General Information
Firm Start Year
1930
No. of Employees
20-49
CRD#
6616495
Firm CRD#
104627
Name of Broker/Dealer
N/A
Name of Custodial Firm
Fidelity & Schwab
Years of Experience in Financial Services
15
Number of Years with Current Firm
3
Work Experience
Howe & Rusling Wealth Management | Wealth Manager | Aug 2022 - Present
Empower | Senior Wealth Advisor | Jan 2022 - Jul 2022
T. Rowe Price | Senior Financial Consultant | Feb 2016 - Jan 2022
FirstBank of Colorado | New Accounts Representative | Nov 2011 - Feb 2016
Hawai'i Schools FCU | Teller | Mar 2011 - Sep 2011
Work with the following types of clients
Individual Investors, Non-Profit Organizations, Investment Clubs, Businesses
Foreign Languages Serviced
English
Advisory Services Provided
Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Businesses, Financial Planning for Individuals
Services
Investment Types
Options & Futures, Bonds, Stocks, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI)
Can meet clients in the following ways
Your Home, Phone, Email, Your Office, Video Conference
Compliance
Investment Advisor Representative
Yes
Acknowledged fiduciary
Yes
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Qualifications & Membership
Certifications, Accreditations & Designations
CFP®, CRPC®
Securities Licenses
Series 65
Firm Information
Firm's Number of Clients
1240
Assets Managed by Firm
$2.026B
Advisor's Number of Clients
38
Advisor's Number of Managed Clients
38
Advisor's Number of Planning Clients
32
Assets Managed by Advisor
$31,973,647
Compensation and Fees
Fee Structure
Fee-Only
Minimum Portfolio Size for New Managed Accounts
$500,000
Compensation Methods
Based on Assets
Fee % Based on Assets
0.5 - 1.2%
Additional Details on Charges
Howe and Rusling may, in its discretion, reduce the standard fee. Under certain circumstances, such as multiple relationships within a single family, our fees and minimums may be negotiable. Lower fees for comparable services may be available from other sources. Fixed fees, as opposed to fees based on a percentage of assets under management, may also be negotiated on very rare occasions and on an individual basis due to unusual circumstances.
Minimum Fee Charged for Managed Accounts
$1,500 / quarter
Education
Bachelor of Arts - Economics
Colorado State University
08/01/2005 -05/31/2010
Disclosures
RetirementPlanning.net provides referrals to financial professionals. RetirementPlanning.net is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for RetirementPlanning.net to make these referrals, resulting in a conflict of interest.
Additional Detailed Disclosures
https://www.retirementplanning.net/disclosure/1892988/retirementplanning-Howe-&-Rusling,-Inc.-detailed-disclosure.html
Disclaimer
Howe & Rusling's legal disclaimers can be found at https://www.howeandrusling.com/legal-disclaimers/