RDA Financial network

RDA Financial Network serves individual and high-net-worth clients and provides a range of advisory services including discretionary portfolio management, financial planning, employer‑sponsored retirement plan fiduciary services, and access to sub‑advisor and wrap fee programs. The firm also offers a Model Portfolio Advisor program and referral relationships with other investment advisers for clients seeking alternative manager solutions.

Investment advice is delivered through a network of independent investment adviser representatives who use both proprietary model strategies and third‑party sub‑advisors; a wealth management committee oversees model construction and sub‑advisor due diligence. RDAFN describes a mix of quantitative and fundamental analysis, with a primary long‑term orientation while permitting shorter‑term tactical adjustments and discretionary trading within client‑specified limits.

Compared with many peers, RDAFN discloses several less common features: its advisors may also be licensed as broker‑dealer registered representatives and insurance agents, and some provide legal or accounting services in their separate capacities, creating affiliation‑related disclosures and potential conflicts of interest that the firm addresses in its compliance policies. The ADV also explicitly discloses custodial and referral arrangements — including circumstances in which the firm may be deemed to have custody (fee deductions or standing letters of authorization) and its relationships with broker‑dealers and custodians — and describes supervisory oversight and procedures intended to manage those conflicts.