Rabenold Advisors, Inc.

Rabenold Advisors, Inc. provides ongoing investment management and financial planning primarily to individual clients and families, managing roughly $35.6 million in discretionary assets and offering both discretionary and non‑discretionary arrangements. The firm states it does not impose an account minimum and may deliver planning as an integrated, ongoing service or as a stand‑alone planning engagement.

Investment strategies are built on diversified, asset‑allocation frameworks informed by Modern Portfolio Theory, typically using cost‑efficient mutual funds and ETFs alongside equities, fixed income, closed‑end funds and options where appropriate, with periodic rebalancing and tactical adjustments. The firm describes financial planning as a continuing process tied to investment management and may include retirement and income distribution analysis, tax‑aware strategies, estate coordination and insurance review.

The firm discloses that its principal is dually registered as a broker‑dealer representative and is licensed to sell insurance products, and that commission‑based compensation for brokerage or insurance transactions is separate from advisory fees; it also notes that a broker‑dealer (LPL Financial) may supervise certain activities and have access to client information in that capacity. Rabenold Advisors also highlights firm policies that differ from many peers — for example, it prohibits soft‑dollar commissions — and does not emphasize serving high‑net‑worth clients.