A complete list of active advisors currently associated with Rice Financial Consulting, Inc.

Warmer can help you find a great advisor at Rice Financial Consulting, Inc. or one who fits your needs even better.

Rice Financial Consulting provides manager‑supervisory services to individuals (including high‑net‑worth clients), pension and profit‑sharing plans, charitable organizations, and corporate entities, and the firm states it applies no account minimum. It directs clients to third‑party advisers and works with Matson Money to construct mutual fund and annuity allocations rather than conducting in‑house trading. The firm’s stated investment framework references modern portfolio theory and a long‑term trading orientation, but Rice does not execute trades or accept discretionary authority; instead it refers assets to outside managers and reviews their ongoing performance. It reports roughly $287 million in assets under management that are primarily non‑discretionary. Distinctive elements include the referral/fee‑share model with third‑party managers (rather than direct portfolio management or comprehensive financial planning) and the firm’s explicit absence of discretionary trading and wrap‑fee participation—features the brochure notes are uncommon among similar team firms. The brochure also discloses that a firm principal holds an insurance license and may offer commissionable insurance products, which the firm says it discloses as a potential conflict of interest.

To learn more about the advisors currently working at Rice Financial Consulting, Inc., 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.