A complete list of active advisors currently associated with RJ20, Inc.
Warmer can help you find a great advisor at RJ20, Inc. or one who fits your needs even better.
RJ20, Inc. delivers non-discretionary investment guidance and educational tools to participants in employer-sponsored retirement plans and other institutional plan clients. Services are provided through an online platform that generates individualized 401(k) reports, an online financial planning portal, and access to a college‑planning tool for plan participants. The firm acts as an ERISA fiduciary with responsibility limited to participant-level advice and uses a proprietary online modeling process together with common analytical methods (fundamental, technical, and asset‑allocation frameworks such as core+satellite and modern portfolio theory) to formulate recommendations. Advice is delivered electronically and participants retain implementation authority; RJ20 does not exercise investment discretion or custody client assets. RJ20 is registered as an internet-only adviser and makes education a central part of its offering, providing a vendor-delivered, year‑long financial wellness program and online workshops that supplement its planning reports—features that are uncommon among institutional-focused managers. The firm also generally avoids a standard percentage‑of‑assets fee model by charging per‑participant or negotiated plan fees, and it discloses it does not sell investment products or accept third‑party sales compensation.
To learn more about the advisors currently working at RJ20, 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.
Name |
Location |
Years of experience |
|---|---|---|
Durham, NC
| 31
|
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