RMH Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
RMH Advisors, LLC provides financial planning and consulting services to individuals, families, high‑net‑worth clients, and businesses, preparing written plans or delivering consultations tailored to each client’s stated goals. Although registered as an investment adviser, the firm does not manage or custody client investment accounts or execute securities transactions on clients’ behalf; implementation is left to clients or may be handled through affiliated entities.
The firm’s recommendations are based on client‑provided information and common financial‑planning principles, with formal written plans for engagements and optional follow‑up meetings on request. RMH bills clients directly using non‑AUM arrangements — primarily flat‑fee or hourly engagements — and offers optional, subscription‑style access to a proprietary planning platform.
Noteworthy distinctions include disclosed affiliations with an affiliated implementation entity (Ross & Mary Hunt, Inc.) and use of a broker‑dealer/insurance channel for securities and insurance implementation (LPL Financial and licensed insurance representatives), along with an explicit Code of Ethics and cybersecurity and business‑continuity policies. Unlike many investment‑manager peers, RMH relies on hourly/flat fees and subscription charges and does not charge percentage‑of‑assets fees or provide discretionary asset management.
Client services
Expertise
Fee options
Flat fees from $2,500 to $15,000 depending on scope and complexity
$300 per hour for financial planning and consulting services
Up to $350 per year for use of proprietary online software program MyWealthWare.com
Minimum fee: Minimum first-year financial planning and consulting fee ranging from $2,500 to $15,000 depending on scope and complexity; generally charge a minimum fee of $2,500 for financial consulting and $5,000 for written financial plans Fee-only: Flat fees ranging from $2,500 to $15,000 for financial planning and consulting services; hourly fee of $300 per hour
Main office
29970 Technology Drive, Suite 106
Murrieta CA 92563-2645
Advisors at this office
1
Most active in
California · Ohio
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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
Quick links
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