R Tech Advisors, Inc.

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Client assets under management

$4,686,792

Clients

25% high-net worth

Advisors

of 7 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Very Low

Average account size

$146,462

About

R‑Tech Advisors, Inc. is a California state‑registered investment adviser managing roughly $61.5 million for a client base that includes high‑net‑worth individuals, qualified retirement and profit‑sharing plans, and privately held businesses. The firm provides comprehensive financial and estate planning, serves as a limited fiduciary for retirement plan investment‑fund selection, and offers portfolio management for qualified retirement and brokerage accounts.

The firm delivers primarily non‑discretionary, customized investment advice based on client risk‑assessment questionnaires and ongoing client input, with account reviews at least quarterly and discretionary authority used only when granted in writing. Investment recommendations span equities, ETFs, mutual funds, options, REITs and other alternatives, and the firm emphasizes asset allocation and diversification rather than market timing.

Noteworthy features include an affiliated pension consulting/plan administration business that may service the same retirement plans—a relationship the brochure identifies and discloses as a potential conflict of interest. The firm’s principals are also licensed life, accident and health insurance agents and the adviser routinely provides participant education, enrollment meetings and virtual or on‑site workshops for plan sponsors and participants, services that are less common among peers.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Business consulting

Expertise

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Life insurance needs analysis Cash flow / budgeting

Occupation focus

Founder/Business Owner Retired

Fee options

Fixed

Retainer fee generally between $1,000 and $15,000 or as negotiated; Fixed fees for qualified retirement plans generally between $2,500 and $25,000 annually, pro-rated quarterly or as negotiated

Percentage

0.25% to 1.00% annually, pro-rated quarterly or as negotiated

Project-based

Up to $495 per hour (Vijay Ahuja), up to $395 per hour (Nitin Thakkar), up to $225 per hour (Office Assistant), up to $110 per hour (Clerical)

Main office location

R Tech Advisors, Inc.

21331 Costanso Street

Woodland Hills CA 91364, United States

Number of offices

Most active in

California

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Is not active or affiliated with:

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.

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.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website (818) 883-5356

Advisors at this firm

Vijay A

CFP®, Series 63, Series 65

Woodland Hills, CA

R Tech Advisors, Inc.

Vijay Ahuja is a CFP® with 17 years of industry experience, currently serving at R Tech Advisors, Inc. since 2004. He is also president and senior consultant of R Tech Consultants, Inc., a third-party retirement plan administrator, a role he has held since 1992. In addition to his advisory work, Ahuja leads consulting and operational management activities at R Tech Consultants, Inc. R Tech Advisors provides comprehensive financial planning, investment portfolio management, and consulting services to individuals, privately held businesses, and pension and profit-sharing plans. The firm delivers customized, non-discretionary advice and offers fiduciary services, retirement plan participant education, and estate and business consulting.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Life insurance needs analysis Cash flow / budgeting Founder/Business Owner Retired

Nitin T

Series 65

Woodland Hills, CA

R Tech Advisors, Inc.

Nitin Thakkar is a financial advisor at R Tech Advisors, Inc. with 17 years of industry experience. He holds a Series 65 designation and has been with R Tech Advisors since 2008. R Tech Advisors provides comprehensive financial planning, investment portfolio management, and consulting services to individuals, privately held businesses, and pension and profit-sharing plans. The firm delivers customized, non-discretionary advice and offers fiduciary services, estate planning, and business consulting, with a focus on client education and periodic account monitoring.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Life insurance needs analysis Cash flow / budgeting Founder/Business Owner Retired

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