A complete list of active advisors currently associated with R3I LLC

Warmer can help you find a great advisor at R3I LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at R3I LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.