R
RMP Financial, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$23,600,000
Clients
14
50% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
14
LowAverage account size
$1,685,714
About
RMP Financial, Inc. provides financial planning, consulting and asset management services to individuals, families, trusts, estates, charitable organizations and business entities. The firm reports managing roughly $22 million in client assets and offers discretionary portfolio management alongside hourly financial planning engagements.
The adviser relies primarily on fundamental analysis to build customized, long-term portfolios that may include equities, ETFs, mutual funds, fixed income instruments and REITs, with periodic monitoring and rebalancing tied to market conditions and client needs. Investment decisions are guided by each client’s documented objectives, time horizon, risk tolerance and any client‑imposed restrictions.
Noteworthy features include a limited client roster (14 accounts) relative to assets under management, semi-annual billing, a fee-only compensation model and a policy of not taking custody of client assets; the firm also does not aggregate trades for multiple accounts, which can affect execution and transaction patterns. The firm’s principal holds CFP certification and brings prior portfolio management and quantitative experience from work with a university endowment manager, a background that is less common among firms of similar size.
Client services
Financial planning
Portfolio management
Financial consulting
Expertise
Wealth management
College savings (529s, UTMA, etc.)
Charitable giving & philanthropy
Real estate investing
Fee options
$0 - $1,000,000: 1.00% $1,000,001+: 0.50%
$250/hour, negotiable
Account minimum: $100,000 Fee-only: Financial planning or consulting services at $250/hour, negotiable depending on scope and complexity
Main office location
RMP Financial, Inc.
Weston FL, United States
Number of offices
1
Most active in
RMP Financial, Inc. has reported serving >5 clients in these states in the last 12 months.
Florida
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 not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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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.
-
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
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