A complete list of active advisors currently associated with Rule72 Financial

Warmer can help you find a great advisor at Rule72 Financial or one who fits your needs even better.

The firm provides investment management and financial planning services to individual clients, including high‑net‑worth individuals, and offers both ongoing comprehensive and limited‑scope planning engagements. It also implements discretionary portfolio management and can place client assets with third‑party managers through Schwab’s Managed Account programs and separately managed accounts. The firm’s investment approach emphasizes passive, asset‑class‑based portfolios built from index mutual funds and ETFs, while also using fundamental, technical, and cyclical analysis as appropriate and monitoring accounts on a quarterly basis. Clients may impose reasonable restrictions on holdings, and the adviser conducts manager due diligence when recommending outside managers or TAMPs. Noteworthy features include operating as a solo adviser with no additional staff while maintaining multiple offices and a relatively small client base, and offering financial planning engagements delivered as an employer benefit in addition to individual client work. The firm discloses the principal’s unpaid volunteer leadership role at a local church, does not provide separate written investment reports to managed‑account clients, and does not aggregate client trades into block orders.

To learn more about the advisors currently working at Rule72 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.