A complete list of active advisors currently associated with Rugh Financial

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

Rugh Financial is a small, fee‑only independent advisory firm that works with individuals, couples, families and business owners. The firm offers customized financial planning and investment management and charges clients via hourly, fixed‑fee, or percentage‑of‑assets arrangements. The adviser develops allocations by communicating with clients to determine goals and risk tolerance and provides regular reviews, generally quarterly with a minimum annual meeting and customized client reports. Unlike most peers, the firm typically operates on a non‑discretionary basis — it recommends buys and sells and obtains client approval before executing trades — and favors long‑term holdings in broadly traded mutual funds, ETFs, stocks and bonds. Noteworthy features include a small client base (23 clients) and roughly $19.7 million in assets under management, which corresponds with a single‑advisor structure and more direct adviser involvement in each account. The firm operates as a fiduciary, does not accept third‑party compensation, adheres to professional codes of ethics referenced to NAPFA/CFP standards, does not vote client proxies, and also provides occasional small‑business financial reviews.

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