R
RabbitPlans
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
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
Financial planning
Expertise
Business sale tax planning
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Social Security optimization
Occupation focus
Founder/Business Owner
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 location
RabbitPlans
Coronado CA, United States
Number of offices
1
Most active in
RabbitPlans has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
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.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
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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