Fred Rudd
Financial Strategies · Nevada City, California
Fred Rudd is a fee-only financial advisor at Financial Strategies in Nevada City, California. Financial Strategies reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Financial Strategies |
|---|---|
| Based in | Nevada City, California |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $8.0M across 19 accounts |
| SEC registration | Investment adviser representative in CA · CRD 1840250 |
| Firm size | 1 employee |
| Disclosures | None reported |
How Fred's firm compares
- Financial Strategies's average account is about $422,000, from its Form ADV (assets managed divided by 19 accounts).
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Questions about Fred
Is Fred Rudd a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Fred holds no broker registration, and Financial Strategies reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Fred charge for financial advice?
Fred's firm, Financial Strategies, reports charging a percentage of assets on its SEC Form ADV.
Where is Fred Rudd based?
Fred Rudd is based in Nevada City, California.
Is Fred Rudd registered with the SEC?
Yes. Fred Rudd is registered as an investment adviser representative in CA (CRD 1840250), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Financial Strategies manage?
Financial Strategies reports $8.0M across 19 accounts in assets under management.
How do I contact Fred Rudd?
Contact details aren't on file yet. Search for Financial Strategies.
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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