Clifton Rutherford
R & J Financial Partners · Winchester, Virginia
Clifton Rutherford is a fee-only financial advisor at R & J Financial Partners in Winchester, Virginia, who holds the PFS credential. Clifton focuses on tax planning. R & J Financial Partners reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | R & J Financial Partners |
|---|---|
| Based in | Winchester, Virginia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $64.3M across 86 accounts |
| Credentials | PFS |
| SEC registration | Investment adviser representative in VA · CRD 5378712 |
| Exams passed | Series 65 (2007) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.rjfinancialpartners.com |
How Clifton's firm compares
- R & J Financial Partners's average account is about $747,000, from its Form ADV (assets managed divided by 86 accounts).
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Questions about Clifton
Is Clifton Rutherford a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Clifton holds no broker registration, and R & J Financial Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Clifton charge for financial advice?
Clifton's firm, R & J Financial Partners, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Clifton Rutherford based?
Clifton Rutherford is based in Winchester, Virginia.
What does Clifton specialize in?
Clifton's specialties include tax planning.
What credentials does Clifton Rutherford hold?
Clifton Rutherford holds the PFS credential.
Is Clifton Rutherford registered with the SEC?
Yes. Clifton Rutherford is registered as an investment adviser representative in VA (CRD 5378712), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does R & J Financial Partners manage?
R & J Financial Partners reports $64.3M across 86 accounts in assets under management.
How do I contact Clifton Rutherford?
Through Clifton's website, www.rjfinancialpartners.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
- R & J Financial Partners website : specialties, clients served, and fees, checked October 30, 2026
- 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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