CRD: 124468
RFM Financial Solutions, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-03-2011
- Office Locations
- 2
Office Locations
About RFM Financial Solutions, LLC
RFM Financial Solutions, part of the RFM Group, has served its Michigan community for 50 years as a fee-only RIA providing portfolio management, personal financial planning, and company retirement plan services for individuals and businesses. The firm builds customized, diversified portfolios guided by fiduciary principles, typically implemented with ETFs, and charges a flat percentage of account value with no commissions. Custody includes Charles Schwab.
Team overview
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Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
MICHAEL EUGENE HARTER
Chief Compliance Officer, Managing Member
- CRD
- #4466247
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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SARA DOROTHY BRUBAKER
Administrative Assistant
- CRD
- #7856609
Justin C Cook
Investment Advisor
- CRD
- #7429865
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $196,617,596 | $558,573 |
| Non-Discretionary | $63,516,087 | $101,302 |
| Total | $260,133,683 | $265,714 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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