R & R Wealth Strategies, LLC

R & R Wealth Strategies provides money manager search and monitoring, financial planning, and limited consulting services to a range of client types including individuals, retirement plans, trusts, charitable organizations, and businesses. The firm serves as a solicitor that refers clients to independent, third‑party registered investment advisers and does not itself manage or custody client assets.

In conducting manager searches, the firm evaluates advisers based on factors such as account size, risk tolerance and the adviser’s investment philosophy, and it continues to monitor selected managers and may recommend replacements if performance or fit is inadequate. The firm typically recommends only those independent advisers that agree to pay an ongoing referral fee and delivers the independent adviser’s Form ADV and a separate disclosure to clients.

Notable distinctions in the firm’s brochure include an accounting background at the principal level (a CPA license and prior public accounting experience), the use of fixed‑fee or hourly arrangements for financial planning rather than relying on a percentage‑of‑assets model, and the reliance on solicitor/referral compensation from recommended managers; the brochure also discloses that certain associated persons are insurance‑licensed and may earn commissions on insurance products. These features — accounting affiliation, non‑AUM planning fees, and a solicitor‑based revenue model — are less common among firms in the investment‑manager category.