RMH Advisors, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 2 employees
Firm type
Independent
1 advisor
Clients per advisor
0
Average account size
—
About
RMH Advisors, LLC provides financial planning and consulting services to individuals, families, high‑net‑worth clients, and businesses, preparing written plans or delivering consultations tailored to each client’s stated goals. Although registered as an investment adviser, the firm does not manage or custody client investment accounts or execute securities transactions on clients’ behalf; implementation is left to clients or may be handled through affiliated entities.
The firm’s recommendations are based on client‑provided information and common financial‑planning principles, with formal written plans for engagements and optional follow‑up meetings on request. RMH bills clients directly using non‑AUM arrangements — primarily flat‑fee or hourly engagements — and offers optional, subscription‑style access to a proprietary planning platform.
Noteworthy distinctions include disclosed affiliations with an affiliated implementation entity (Ross & Mary Hunt, Inc.) and use of a broker‑dealer/insurance channel for securities and insurance implementation (LPL Financial and licensed insurance representatives), along with an explicit Code of Ethics and cybersecurity and business‑continuity policies. Unlike many investment‑manager peers, RMH relies on hourly/flat fees and subscription charges and does not charge percentage‑of‑assets fees or provide discretionary asset management.
Client services
Financial planning
Expertise
General retirement planning
General tax planning
Charitable giving & philanthropy
College savings (529s, UTMA, etc.)
Debt management
Fee options
Flat fees from $2,500 to $15,000 depending on scope and complexity
$300 per hour for financial planning and consulting services
Up to $350 per year for use of proprietary online software program MyWealthWare.com
Minimum fee: Minimum first-year financial planning and consulting fee ranging from $2,500 to $15,000 depending on scope and complexity; generally charge a minimum fee of $2,500 for financial consulting and $5,000 for written financial plans Fee-only: Flat fees ranging from $2,500 to $15,000 for financial planning and consulting services; hourly fee of $300 per hour
Main office location
RMH Advisors, LLC
Murrieta CA, United States
Number of offices
1
Most active in
RMH Advisors, LLC has reported serving >5 clients in these states in the last 12 months.
California · Ohio
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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