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RR Financial Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$1,476,800
Total clients
57
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
57
Average account size
$25,909
About
RR Financial Management LLC provides investment portfolio management and financial planning to individuals and trusts, as well as to pension and retirement plan sponsors and business entities, including nonprofit and governmental agencies. The firm’s services described in the brochure include individual investment, college, retirement and estate planning, pension consulting for plan sponsors, and occasional educational seminars or workshops.
The firm constructs client-specific investment policy statements and manages assets on a discretionary basis, using both fundamental and technical analysis and periodic rebalancing. Its approach explicitly incorporates tax and accounting considerations into planning and investment decisions, reflecting the principal’s background in tax and financial accounting and experience serving as an acting or appointed financial officer for entities.
The brochure notes an affiliation with a licensed CPA practice in which the firm’s sole member is the sole shareholder, and it discloses limits on referrals from assurance clients to preserve auditor independence. For a newly organized, single-adviser firm, the stated client mix and service scope—pension plan sponsors, corporate/nonprofit and governmental clients, pension consulting engagements, and public workshops—is broader than is typical for peers.
Client services
Financial planning
Portfolio management
Pension consulting
Educational seminars or workshops
Expertise
College savings (529s, UTMA, etc.)
General retirement planning
General estate planning guidance
Retirement income strategy
Occupation focus
Self-Employed
Founder/Business Owner
Fee options
$50 to $400 per meeting (financial planning or consulting services)
1% of total net assets annually (standard fee, negotiable)
$75 per hour
Main office location
RR Financial Management LLC
4670 N El Capitan Ave, Suite 203
Fresno CA 93722, United States
Number of offices
1
Most active in
RR Financial Management LLC has reported serving >5 clients in these states in the last 12 months.
California
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:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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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.
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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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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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