R Tech Advisors, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$4,686,792
Clients
32
Advisors
2
of 7 employees
About
R‑Tech Advisors, Inc. is a California state‑registered investment adviser managing roughly $61.5 million for a client base that includes high‑net‑worth individuals, qualified retirement and profit‑sharing plans, and privately held businesses. The firm provides comprehensive financial and estate planning, serves as a limited fiduciary for retirement plan investment‑fund selection, and offers portfolio management for qualified retirement and brokerage accounts.
The firm delivers primarily non‑discretionary, customized investment advice based on client risk‑assessment questionnaires and ongoing client input, with account reviews at least quarterly and discretionary authority used only when granted in writing. Investment recommendations span equities, ETFs, mutual funds, options, REITs and other alternatives, and the firm emphasizes asset allocation and diversification rather than market timing.
Noteworthy features include an affiliated pension consulting/plan administration business that may service the same retirement plans—a relationship the brochure identifies and discloses as a potential conflict of interest. The firm’s principals are also licensed life, accident and health insurance agents and the adviser routinely provides participant education, enrollment meetings and virtual or on‑site workshops for plan sponsors and participants, services that are less common among peers.
Client services
Expertise
Occupation focus
Fee options
Retainer fee generally between $1,000 and $15,000 or as negotiated; Fixed fees for qualified retirement plans generally between $2,500 and $25,000 annually, pro-rated quarterly or as negotiated
0.25% to 1.00% annually, pro-rated quarterly or as negotiated
Up to $495 per hour (Vijay Ahuja), up to $395 per hour (Nitin Thakkar), up to $225 per hour (Office Assistant), up to $110 per hour (Clerical)
Main office
21331 Costanso Street
Woodland Hills CA 91364
Advisors at this office
2
Most active in
California
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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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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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Forms ADV
Advisors at this firm
Vijay A
CFP®, Series 63, Series 65
Woodland Hills, CA
R Tech Advisors, Inc.
Vijay Ahuja is a CFP® with 17 years of industry experience, currently serving at R Tech Advisors, Inc. since 2004. He is also president and senior consultant of R Tech Consultants, Inc., a third-party retirement plan administrator, a role he has held since 1992. In addition to his advisory work, Ahuja leads consulting and operational management activities at R Tech Consultants, Inc. R Tech Advisors provides comprehensive financial planning, investment portfolio management, and consulting services to individuals, privately held businesses, and pension and profit-sharing plans. The firm delivers customized, non-discretionary advice and offers fiduciary services, retirement plan participant education, and estate and business consulting.
Nitin T
Series 65
Woodland Hills, CA
R Tech Advisors, Inc.
Nitin Thakkar is a financial advisor at R Tech Advisors, Inc. with 17 years of industry experience. He holds a Series 65 designation and has been with R Tech Advisors since 2008. R Tech Advisors provides comprehensive financial planning, investment portfolio management, and consulting services to individuals, privately held businesses, and pension and profit-sharing plans. The firm delivers customized, non-discretionary advice and offers fiduciary services, estate planning, and business consulting, with a focus on client education and periodic account monitoring.
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