Keith Amburgey
Rutherford Asset Planning · Tampa, Florida
Keith Amburgey is a fee-only financial advisor at Rutherford Asset Planning in Tampa, Florida, who holds the CFP and CFA credentials. Keith charges a percentage of assets (1% a year on the first tier of assets managed and a $2,000,000 asset minimum) and focuses on estate & legacy planning, tax planning and retirement planning.
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Specialties
Who they serve
- Ultra high net worth
Facts
| Firm | Rutherford Asset Planning |
|---|---|
| Based in | Tampa, Florida |
| Fee model | Percentage of assets |
| Fees (firm's website) | 1% a year on the first tier of assets managed · A $2,000,000 asset minimum |
| Assets under management | $181.3M across 254 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in FL, TX · CRD 2313912 |
| Exams passed | Series 63 (1993) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.rutherfordasset.com |
| Profile |
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Questions about Keith
Is Keith Amburgey a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Keith holds no broker registration, and Rutherford Asset Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Keith charge for financial advice?
Keith charges a percentage of assets.
How much does Keith charge?
According to Rutherford Asset Planning's website, checked October 30, 2026: 1% a year on the first tier of assets managed; a $2,000,000 asset minimum.
Where is Keith Amburgey based?
Keith Amburgey is based in Tampa, Florida.
What does Keith specialize in?
Keith's specialties include estate & legacy planning, tax planning, retirement planning and family wealth transfer. Keith works with ultra high net worth.
What credentials does Keith Amburgey hold?
Keith Amburgey holds the CFP and CFA credentials.
Is Keith Amburgey registered with the SEC?
Yes. Keith Amburgey is registered as an investment adviser representative in FL and TX (CRD 2313912), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Rutherford Asset Planning manage?
Rutherford Asset Planning reports $181.3M across 254 accounts in assets under management.
How do I contact Keith Amburgey?
Through Keith's website, www.rutherfordasset.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
- Rutherford Asset Planning 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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