Advisor at RF&L Wealth Management, 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
RF&L Wealth Management, LLC
Location
Acton, MA 01720
Credentials
Series 65
Industry experience
22 years
Rodney Hass is a financial advisor at RF&L Wealth Management, LLC with 22 years of industry experience. He has been with RF&L Wealth Management since 2006 and holds the Series 65 designation. Outside of his advisory role, he is a partner in Breaking Eighty, LLC, an investment-related business formed in 2010. RF&L Wealth Management provides investment management and retirement plan advisory services to individuals, qualified plans, trusts, charitable organizations, and small businesses. The firm employs a long-term, evidence-based investment approach grounded in Modern Portfolio Theory, primarily using passively managed mutual funds and ETFs, supplemented by individual equities and fixed-income securities.
Based on RF&L Wealth Management, LLC
Fixed fee may be charged in very limited circumstances if mutually agreed upon
$0 - $200,000: 1.25% $200,001 - $1,000,000: 1.00% $1,000,001 - $2,500,000: 0.90% $2,500,001+: 0.80%
Hourly rate available for trustee or executor services at agreed upon rate
Account minimum: $250,000
525 Massachusetts Avenue, Suite 205
Acton, MA 01720
Massachusetts · Texas
RF&L Wealth Management, LLC
2006 - Present (20 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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.
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