A complete list of active advisors currently associated with RIO Financial Planning

Warmer can help you find a great advisor at RIO Financial Planning or one who fits your needs even better.

RIO Financial Planning provides investment management, financial planning, and educational workshops for individual and high‑net‑worth clients. The firm offers ongoing portfolio management through a sponsored wrap‑fee program and also provides hourly financial planning and no‑cost public seminars and workshops. RIO tailors investment strategies to each client using a mix of fundamental, technical, and charting analysis and documents client objectives to guide allocation and security selection. Asset management is delivered on a primarily non‑discretionary basis—the firm recommends trades but obtains client approval before execution—and wrap‑program accounts are reviewed on a monthly schedule. What is distinctive about RIO is its role as a wrap‑fee program sponsor while operating with a relatively small client base and about $7.66 million in assets under management, a combination that is uncommon among peers. The firm also runs free public education events and requires wrap‑program clients to use a designated custodian platform (Altruist), a procedural arrangement that can influence trade execution and brokerage relationships.

To learn more about the advisors currently working at RIO Financial Planning, 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.