R3I LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
R3I LLC is a newly formed, state-registered advisory firm that offers comprehensive financial planning to individuals, high‑net‑worth clients, and charitable organizations. The firm provides written or electronic financial plans and investment analysis but does not provide discretionary investment management, custody, or trade execution for client accounts.
Financial planning engagements can cover business planning, retirement, risk management, and investment analysis; the firm applies a mix of fundamental, technical, cyclical, and charting analysis alongside Modern Portfolio Theory and evaluates both active and passive mutual funds/ETFs (including buffered ETFs). R3I operates on a fee‑only basis and uses both fixed project fees (typically $1,000–$10,000) and hourly billing ($100–$500 per hour) for planning work—arrangements that are less common among similarly categorized firms.
The firm is organized around a single principal who continues significant outside employment and other professional activities, and the business continuity disclosures note reliance on that key person with no plan for firm continuation upon their death. R3I also does not serve as a private fund adviser, does not accept third‑party compensation for recommendations, and limits its services to planning and advice rather than ongoing asset management.
Client services
Expertise
Fee options
Financial planning fixed fee ranging from $1,000 to $10,000, depending on client needs and complexity, negotiable.
Hourly financial planning fee between $100 and $500 per hour, negotiable.
Account minimum: $10,000 Fee-only: Financial planning fees charged as hourly rates between $100 and $500 per hour (negotiable); or fixed fees between $1,000 and $10,000 (negotiable).
Main office
2240 Massachusetts Avenue
Cambridge MA 02140
Advisors at this office
1
Most active in
Massachusetts
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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