RabbitPlans
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
RabbitPlans is a fee-only registered investment adviser that delivers project-based financial planning to individuals, high-net-worth clients, and businesses rather than ongoing portfolio management. The firm provides written, limited-scope engagements addressing topics such as business planning, cash flow and debt management, estate and tax planning, retirement projections, and investment analysis.
When making investment recommendations as part of a plan, RabbitPlans may draw on both fundamental and technical analysis and may suggest a mix of passive and active vehicles, including socially conscious options when requested. Clients are responsible for implementing recommendations and selecting custodians; the firm does not exercise investment discretion or custody client assets.
Distinctive features include the firm’s reliance on fixed-fee or hourly project engagements instead of percentage-of-assets-under-management fees, and its reporting of no assets under management or custody. The firm also does not accept commissions or third‑party sales compensation and is structured around a single principal-owner model, which differs from many peer investment-manager firms that typically manage client assets and charge AUM-based fees.
Client services
Expertise
Occupation focus
Fee options
Fixed fees ranging from $1,000 to $3,500
$175 per hour
Fee-only: Fixed fees ranging from $1,000 to $3,500; hourly rate of $175 per hour
Main office
Coronado CA
Advisors at this office
1
Most active in
California
Also doing business as
Rabbitplans · Rabbitplans LLC
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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