$15.7M Total AUM
$15.7M Disc. AUM
-- 3Y CAGR
1 Employees
22 ADV. Clients
4 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Merrill Lynch
- Clients
- Retail
- Platforms
- Available
- Established Date
- 11-19-2021
- Office Locations
- 1
Office Locations
-- Nashville TN
About Rutterer Planning
Rutterer Planning is a boutique, fee-only RIA in Nashville, TN serving busy dual-income families and professionals. The firm provides fiduciary financial planning and investment advice with no commissions or insurance sales, using technology to deliver personalized service affordably. Client portfolios are predominantly ETF-based, with flexible scheduling including evening and weekend teleconferences.
Team overview
42 AVG AGE
$15.7M AVG AUM / ADVISOR
$715.4K AVG AUM / CLIENT
4.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
Insights
Available
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Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
PHILIP JOHN RUTTERER
Chief Compliance Officer, Owner
- CRD
- #5281557
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $15,738,054 | -- |
| Non-Discretionary | $0 | -- |
| Total | $15,738,054 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available Equity - Exchange:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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