Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > massachusetts > acton > RF&L WEALTH MANAGEMENT, LLC
RF&L WEALTH MANAGEMENT, LLC
525 Massachusetts Avenue
Suite 205
Acton, Massachusetts 01720
Tel: 978-263-3435
About RF&L WEALTH MANAGEMENT, LLC
RF&L WEALTH MANAGEMENT, LLC, formally registered with the SEC as RF&L WEALTH MANAGEMENT, LLC. The firm was established in 05/17/2006. They have over 3 offices throughout the country.
RF&L WEALTH MANAGEMENT, LLC is a Acton, Massachusetts based Financial Planning firm with nearly $287,088,356 assets under management, offering retirement planning & investment advisory services to 405 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 140210 |
| SEC# | 801-66710 |
| Assets Managed by Firm | $287,088,356 |
| No. of Clients | 405 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 405 | $287,088,356 |
| Individuals (other than high net worth individuals) | 55 | $21,172,440 |
| High net worth individuals | 71 | $250,998,630 |
| Pension and profit sharing plans | 1 | $702,432 |
| Charitable organizations | 1 | $2,998,604 |
| Corporations or other businesses | 5 | $11,216,250 |
More Retirement Planning firms in Acton, Massachusetts:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $3,964,385,404,654 | 31349 | 1264 | |
| $1,282,732,502,947 | 1559 | 2021 | |
| $1,062,795,395,069 | 172 | 161 | |
| $1,014,331,002,469 | 246 | 243 | |
| $824,740,096,815 | 1965880 | 269 |
Explore More Retirement Advisors in Acton, Massachusetts