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
Midland, MI 48642
Credentials
ChFC®
Industry experience
2 years
Sara Brubaker is a ChFC® at RFM Financial Solutions, LLC with eight years at the firm and a total of two years in the financial services industry. Prior to her advisory role, she worked for 14 years in wholesale mattress sales and briefly in homemaking. RFM Financial Solutions serves individual investors, pension and retirement plan sponsors, corporations, and charitable organizations by providing portfolio management, pension consulting, and financial planning. The firm focuses on client-specific investment policies implemented primarily through no-load mutual funds and ETFs, with regular account reviews and client-directed 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
1515 Commerce Drive, Suite C
Midland, MI 48642
Michigan
RFM Financial Solutions, LLC
2018 - Present (8 years)
HOMEMAKING
2018 - 2018 (1 year)
Wholesale Mattress
2004 - 2018 (14 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.
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