A complete list of active advisors currently associated with Rutterer Planning

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

Rutterer Planning is a state-registered, independent advisory firm that serves individual and high-net-worth clients. The firm provides discretionary portfolio management alongside a range of financial planning services offered as project-based engagements, ongoing planning, or hourly consultations, and reports managing roughly $15.7 million for a small client roster. The firm’s investment approach is grounded in Modern Portfolio Theory and primarily employs passive, asset-class exposures through index mutual funds and ETFs to build diversified, tax-aware portfolios. Portfolios are tailored to client objectives and risk tolerance, with the adviser implementing asset allocation targets and accepting reasonable client-imposed investment restrictions. Noteworthy features include a very small number of clients relative to assets under management, which results in a high asset-per-client profile and a focused advisor-client relationship. The principal holds CFP certification and an advanced business degree, and the firm typically relies on custodial account statements rather than producing separate written investment reports for managed accounts, a practice that differs from many peers.

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