Advisor at RFM Financial Solutions, 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
RFM Financial Solutions, LLC
Location
Mt. Pleasant, MI 48858
Credentials
CFP®
Industry experience
4 years
Justin Cook is a CFP® professional with six years at RFM Financial Solutions, LLC and an additional six years of experience at Ross Accounting, totaling 12 years in the financial industry. He is based in Mt. Pleasant, MI. RFM Financial Solutions serves a diverse client base including individual investors, pension and retirement plan sponsors, corporations, and charitable organizations. The firm focuses on personalized investment policies primarily implemented through no-load mutual funds and ETFs, with regular account reviews and client-imposed investment restrictions.
Based on RFM Financial Solutions, LLC
Based on RFM Financial Solutions, LLC
$50,000 - $500,000: 1.00% $500,001 - $1,000,000: 0.80% $1,000,001 - $2,500,000: 0.65% $2,500,001+: 0.50%
Financial Planning and Consulting Services charged hourly at $95 to $250 per hour
Account minimum: $50,000 Minimum fee: Minimum annual fee of $1,000 for Portfolio Management Services Fee-only: Financial Planning and Consulting Services charged hourly at $95 to $250 per hour
805 N. Brown St.
Mt. Pleasant, MI 48858
Michigan
RFM Financial Solutions, LLC
2020 - Present (6 years)
Ross Accounting
2014 - 2020 (6 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.
Series 65
Mt Pleasant, MI
Convert Financial Services LLC
CFP®
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RFM Financial Solutions, LLC
Series 66
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Fairway Investment Group, LLC
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Hantz financial Services, Inc.
Series 65
Mt. Pleasant, MI
Hantz financial Services, Inc.
Series 63, Series 66
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Bankers Life Advisory Services, Inc.
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