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 an independent, fee-only advisory practice that provides goal-oriented financial planning and portfolio management to individuals, couples, families and business owners. The firm manages roughly $16 million for a small client roster and delivers customized advice through a mix of hourly, fixed-fee and AUM arrangements. The firm typically operates on a non‑discretionary basis, communicating recommended buys and sells to clients for approval and conducting quarterly reviews or more frequent meetings after significant economic events. Investment recommendations emphasize broadly traded mutual funds, ETFs, stocks and bonds with a long-term orientation tailored to each client’s risk profile. Compared with peers, Rugh Financial’s predominately non‑discretionary asset management is uncommon among independent firms and reflects a hands-on approval process for trades. The firm also offers financial review services for small businesses, operates as a fiduciary, does not accept third‑party compensation, and leaves proxy voting to clients.
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.
Name |
Location |
Years of experience |
|---|---|---|
Menlo Park, CA
| 17
|
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