Advisor at R & J Financial Partners, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
R & J Financial Partners, LLC
Location
Winchester, VA 22601
Credentials
PFS™, Series 65
Industry experience
15 years
Brian Davet is a financial advisor at R & J Financial Partners, LLC with 15 years of industry experience. He holds the PFS™ designation and Series 65 license. In addition to his advisory role, Davet is a 10% owner of Rutherford & Johnson, P.C., an unaffiliated CPA firm specializing in tax preparation and planning for individuals and corporations. R & J Financial Partners provides investment management, financial planning, and retirement-plan advisory services to individuals, trusts, qualified plans, charitable organizations, corporations, and small businesses. The firm employs a modern portfolio theory approach emphasizing asset-class diversification and buy-and-hold strategies, utilizing written investment policy statements and third-party sub-advisers for fixed-income management.
Based on R & J Financial Partners, LLC
Based on R & J Financial Partners, LLC
Fixed fees for financial planning services, generally ranging from $1,500 to $5,000 annually
$0 - $500,000: 1.5% $500,000 - $1,000,000: 1.0% $1,000,000 - $2,000,000: 0.90% $2,000,000 - $3,000,000: 0.65% $3,000,000+: 0.50%
Up to $385 per hour for financial planning services
Account minimum: $400,000 Minimum fee: Minimum annual fee of $5,000 Fee-only: Hourly fees up to $385 per hour; financial planning fees generally range from $1,500 to $5,000 annually; fixed fees available for financial planning services
116 Medical Circle
Winchester, VA 22601
Virginia
R & J Financial Partners LLC
2014 - Present (12 years)
Rutherford & Johnson, P.C.
2000 - Present (26 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
PFS™, Series 65
Winchester, VA
R & J Financial Partners, LLC
Series 63, Series 65
Winchester, VA
Cornerstone Asset Management
Series 63, Series 65
Winchester, VA
Cornerstone Asset Management
Series 65
Winchester, VA
Westbourne Investments, Inc.
CFP®
Winchester, VA
Buttonwood Wealth
CFP®, Series 66
Winchester, VA
Buttonwood Wealth
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