A complete list of active advisors currently associated with RFK Capital Management

Warmer can help you find a great advisor at RFK Capital Management or one who fits your needs even better.

RFK Capital Management serves individual and high-net-worth DIY investors, delivering project-based financial planning and investment advice rather than ongoing portfolio management. The solo, fee-only adviser provides written financial and investment plans, multi-session virtual meetings, and implementation support tailored to clients who want to manage their own accounts. The firm’s investment approach emphasizes low-cost, broadly diversified indexing, regular rebalancing, and allocations that can include international and small-/mid-cap exposure while avoiding leveraged or inverse ETFs. RFK does not exercise discretionary trading authority; clients retain decision-making responsibility and receive limited follow-up support to implement the plan and trades. Unlike many peers, RFK does not offer ongoing portfolio management for individuals and does not rely on percentage-of-assets-under-management fees, instead using fixed project fees and tiered follow-up review options. The firm also maintains a presence on physician-focused platforms (via paid listings) and structures its services for clients who prefer professional planning and hands-on implementation rather than delegated asset management.

To learn more about the advisors currently working at RFK Capital Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.