RMP Financial, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
RMP Financial, Inc. provides financial planning, consulting and asset management services to individuals, families, trusts, estates, charitable organizations and business entities. The firm reports managing roughly $22 million in client assets and offers discretionary portfolio management alongside hourly financial planning engagements.
The adviser relies primarily on fundamental analysis to build customized, long-term portfolios that may include equities, ETFs, mutual funds, fixed income instruments and REITs, with periodic monitoring and rebalancing tied to market conditions and client needs. Investment decisions are guided by each client’s documented objectives, time horizon, risk tolerance and any client‑imposed restrictions.
Noteworthy features include a limited client roster (14 accounts) relative to assets under management, semi-annual billing, a fee-only compensation model and a policy of not taking custody of client assets; the firm also does not aggregate trades for multiple accounts, which can affect execution and transaction patterns. The firm’s principal holds CFP certification and brings prior portfolio management and quantitative experience from work with a university endowment manager, a background that is less common among firms of similar size.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.00% $1,000,001+: 0.50%
$250/hour, negotiable
Account minimum: $100,000 Fee-only: Financial planning or consulting services at $250/hour, negotiable depending on scope and complexity
Main office
Weston FL
Advisors at this office
1
Most active in
Florida
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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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.
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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.
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