CRD: 154081
Rchristianfinancial Consultants, LLC "THE Clients Fiduciary"
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- Custodian
- Trade-PMR
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-19-2010
- Office Locations
- 1
Office Locations
About Rchristianfinancial Consultants, LLC "THE Clients Fiduciary"
RChristian Financial Consultants, LLC provides holistic, fiduciary financial planning for boomers and seniors, with a strong focus on middle-American women. Services include retirement income planning, prudent asset management, and legacy or charitable planning, with coordination alongside tax professionals for tax-efficient strategies. The firm emphasizes transparent, flexible compensation (hourly, retainer, asset-based, or commission) based on client needs.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
SOON CHRISTIAN
Chief Executive Officer, Retirement Consultant
- CRD
- --
- Ownership
- 75% or more
RANDALL GRAHAM CHRISTIAN
Chief Compliance Officer, Wealth Advisor
- CRD
- #1293153
- Ownership
- 25% but less than 50%
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Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $10,989,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $10,989,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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