Rww Investment Advisors Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides financial planning, investment supervisory services, income tax preparation and investment advice exclusively to individual clients. It tailors its advisory work to each client’s needs and permits clients to impose investment restrictions on their accounts.
The firm uses a broad set of security-analysis methods — including charting, fundamental, technical, cyclical and sentiment analysis — and accepts discretionary authority to manage client accounts held at a national custodian. Accounts are reviewed monthly and trades are executed through Charles Schwab, while the firm does not maintain custody of client assets or vote client securities.
As a single-advisor practice with a modest asset base, the sole advisor holds multiple professional designations (CPA, ChFC, CFP) and an executive MBA, a combination that is less common among firms of this size. The firm also performs income tax preparation in-house, reports no disciplinary history, and states it does not receive commissions or sell other financial products.
Client services
Expertise
Fee options
Fees may be charged for special financial planning projects (specific amounts not stated)
$0 - $1,000,000: 1.00% $1,000,000 - $2,000,000: 0.80% $2,000,000+: 0.50%
Account minimum: $1,000 minimum fee Minimum fee: $1,000 minimum fee Fee-only: Fee based solely on assets under management with minimum fee of $1,000 and tiered rates: 1.00% up to $1M, 0.80% $1M-$2M, 0.50% above $2M
Main office
Portland OR
Advisors at this office
1
Most active in
Oregon
Also doing business as
Rww Financial Consulting · Rww Investment Advisors Inc. · Whitton, Richard
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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