Joseph Abboud
Rinzler Capital · Atlanta, Georgia
Joseph Abboud is a fee-only financial advisor at Rinzler Capital in Atlanta, Georgia. Joseph charges a flat fee or retainer and an ongoing planning fee (ongoing planning from $2,500 a year and no asset minimum) and focuses on physicians & residents, flat-fee planning and tax planning.
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Specialties
Who they serve
- Physicians
Facts
| Firm | Rinzler Capital |
|---|---|
| Based in | Atlanta, Georgia |
| Fee model | Flat fee or retainer · Ongoing planning fee |
| Fees (firm's website) | Ongoing planning from $2,500 a year · No asset minimum |
| Accepting new clients | Yes |
| Assets under management | $3.2M across 44 accounts |
| SEC registration | Investment adviser representative in GA, TX · CRD 6083026 |
| Exams passed | Series 65 (2022) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.rinzlercapital.com |
| Profile |
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Questions about Joseph
Is Joseph Abboud a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Joseph holds no broker registration, and Rinzler Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Joseph charge for financial advice?
Joseph charges a flat fee or retainer and an ongoing planning fee.
How much does Joseph charge?
According to Rinzler Capital's website, checked October 30, 2026: ongoing planning from $2,500 a year; no asset minimum.
Where is Joseph Abboud based?
Joseph Abboud is based in Atlanta, Georgia.
What does Joseph specialize in?
Joseph's specialties include physicians & residents, flat-fee planning, tax planning, retirement planning and estate & legacy planning. Joseph works with physicians.
Is Joseph Abboud registered with the SEC?
Yes. Joseph Abboud is registered as an investment adviser representative in GA and TX (CRD 6083026), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Rinzler Capital manage?
Rinzler Capital reports $3.2M across 44 accounts in assets under management.
How do I contact Joseph Abboud?
Through Joseph's website, www.rinzlercapital.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
- Rinzler Capital 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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