A complete list of active advisors currently associated with Rooted Planning Group

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

Rooted Planning Group (a DBA of Irvine Wealth Planning Strategies) is an SEC-registered investment adviser that serves individuals—including high-net-worth clients—and retirement plans with both project-based advisory consulting and comprehensive, ongoing financial planning and discretionary portfolio management. The firm’s disclosures report roughly $155 million in discretionary assets under management and a small advisor team that supports Stage 1 (initial/project) engagements and Stage 2 ongoing advisory relationships. The firm’s investment approach emphasizes long-term, asset-allocation driven portfolios using low-cost mutual funds and ETFs alongside individual fixed income, with periodic rebalancing and customization to a client’s objectives, horizon, and liquidity needs. RPG also discloses the use of options strategies in separately managed accounts—specifically covered calls and protective puts—as tactical income or downside-hedging tools and provides ongoing access to a planning team for regular reviews. What distinguishes RPG from many peers is its multi-office structure—operating five offices despite being a small adviser group—and its pension consulting practice that includes participant education and seminar/workshop services for plan sponsors and participants. The firm’s combination of retirement-plan education offerings and explicit use of derivatives in managed accounts is relatively uncommon among similarly categorized supported firms.

To learn more about the advisors currently working at Rooted Planning Group, 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.