Rutherford Asset Planning, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$181,313,080
Clients
77
53% high-net worth
Advisors
1
of 2 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
77
Very HighAverage account size
$2,354,715
About
Rutherford Asset Planning, Inc. provides discretionary investment management and a suite of family‑office services to individuals, trusts, estates and business entities, overseeing roughly $181 million across about 77 client relationships. The firm works with both high‑net‑worth and individual clients and offers services that include goals and cash‑flow planning, tax planning, estate planning, philanthropy support and other tailored family‑office functions.
Investment decisions are driven by an asset‑allocation first approach and implemented through a mix of fundamental, technical, quantitative and qualitative analysis, with manager selection for mutual funds and ETFs where appropriate. Accounts are continually monitored and formally reviewed at least quarterly, with an emphasis on balancing risk and return rather than market timing.
What distinguishes the firm from many peers is that a principal is a licensed attorney and the firm retains in‑house estate tax planning and tax return preparation capabilities, enabling closer coordination of legal, tax and investment work. The firm also provides operational family‑office tasks (such as check‑writing and donor/foundation administration) and recently amended its advisory offering to stop recommending alternative investments.
Client services
Financial planning
Portfolio management
Expertise
Wealth management
Tax strategies for small businesses
General estate planning guidance
Charitable giving & philanthropy
Cash flow / budgeting
Occupation focus
Retired
Fee options
Fixed fees for family office services determined based on scope and complexity of client circumstances.
$0 - $1,000,000: 1.0% $1,000,000+: 0.5%
Account minimum: $1,000,000 (negotiable at firm's discretion) Fee-only: All work is on a fee-only basis, computed according to the fee schedule; fixed fees quoted based on engagement scope.
Main office location
Rutherford Asset Planning, Inc.
14105 Stilton Street
Tampa FL 33626, United States
Number of offices
1
Most active in
Rutherford Asset Planning, Inc. has reported serving >5 clients in these states in the last 12 months.
Florida · Louisiana · New York · Texas
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:
Lawyer
They provide legal services, typically billed separately.
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.
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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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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.
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