Benjamin Rones
R & R Financial · Temecula, California
Benjamin Rones is a fee-only financial advisor at R & R Financial in Temecula, California, who holds the CFA credential. R & R Financial reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | R & R Financial |
|---|---|
| Based in | Temecula, California |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $21.5M across 187 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in CA · CRD 6871607 |
| Exams passed | Series 63 (2020) · Series 65 (2017) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | rr-financial.com |
How Benjamin's firm compares
- R & R Financial's average account is about $115,000, from its Form ADV (assets managed divided by 187 accounts).
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Questions about Benjamin
Is Benjamin Rones a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Benjamin holds no broker registration, and R & R Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Benjamin charge for financial advice?
Benjamin's firm, R & R Financial, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Benjamin Rones based?
Benjamin Rones is based in Temecula, California.
What credentials does Benjamin Rones hold?
Benjamin Rones holds the CFA credential.
Is Benjamin Rones registered with the SEC?
Yes. Benjamin Rones is registered as an investment adviser representative in CA (CRD 6871607), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does R & R Financial manage?
R & R Financial reports $21.5M across 187 accounts in assets under management.
How do I contact Benjamin Rones?
Through Benjamin's website, rr-financial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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