Philip Rutterer
Rutterer Planning, LLC · Nashville, Tennessee
Philip Rutterer is a fee-only financial advisor at Rutterer Planning, LLC in Nashville, Tennessee, who holds the CFP and MBA credentials. Philip charges a percentage of assets, an ongoing planning fee, a one-time planning fee and hourly fees (ongoing planning from $4,200 a year and one-time plans from $1,000) and focuses on estate & legacy planning, retirement planning and tax planning.
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Specialties
Who they serve
- High earners
Facts
| Firm | Rutterer Planning, LLC |
|---|---|
| Based in | Nashville, Tennessee |
| Fee model | Percentage of assets · Ongoing planning fee · One-time planning fee · Hourly |
| Fees (firm's website) | Ongoing planning from $4,200 a year · One-time plans from $1,000 · $250 an hour · 0.7% a year on the first tier of assets managed |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $15.7M across 51 accounts |
| Credentials | CFP · MBA |
| SEC registration | Investment adviser representative in TN · CRD 5281557 |
| Exams passed | Series 63 (2008) · Series 65 (2017) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | ruttererplanning.com |
| Profile |
How Philip's firm compares
- Ongoing planning starts at $4,200 a year, in line with the Tennessee median of $4,200 for fee-only firms that publish prices.
- A one-time plan starts at $1,000, below the Tennessee median of $2,000 for fee-only firms that publish prices.
- The hourly rate is $250, below the US median of $300 for fee-only firms that publish prices.
- Rutterer Planning, LLC's average account is about $309,000, from its Form ADV (assets managed divided by 51 accounts).
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Questions about Philip
Is Philip Rutterer a fee-only financial advisor?
Yes. Philip Rutterer is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Philip's firm.
How does Philip charge for financial advice?
Philip charges a percentage of assets, an ongoing planning fee, a one-time planning fee and hourly fees.
How much does Philip charge?
According to Rutterer Planning, LLC's website, checked October 28, 2026: ongoing planning from $4,200 a year; one-time plans from $1,000; $250 an hour; 0.7% a year on the first tier of assets managed.
Does Philip work with clients virtually?
Yes. Rutterer Planning, LLC says on its website that it works with clients remotely.
Where is Philip Rutterer based?
Philip Rutterer is based in Nashville, Tennessee.
What does Philip specialize in?
Philip's specialties include estate & legacy planning, retirement planning and tax planning. Philip works with high earners.
What credentials does Philip Rutterer hold?
Philip Rutterer holds the CFP and MBA credentials.
Is Philip Rutterer registered with the SEC?
Yes. Philip Rutterer is registered as an investment adviser representative in TN (CRD 5281557), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Rutterer Planning, LLC manage?
Rutterer Planning, LLC reports $15.7M across 51 accounts in assets under management.
How do I contact Philip Rutterer?
Through Philip's website, ruttererplanning.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- Rutterer Planning, LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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