Firm
R&R Financial
Brea, California
Fee-only
R&R Financial at a glance
- One of 1,191 fee-only firms based in California in the Wellspent graph.
- 3 advisors are listed here; 1 of 3 hold the CFP.
- Its Form ADV reports 2 employees and 71 individual clients, 11 of them high net worth.
- Its average account is about $115,000 (assets it manages divided by its 187 accounts).
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | Brea, California |
|---|---|
| Website | rr-financial.com |
| [email protected] | |
| Phone | (951) 553-5262 |
R&R Financial fees
R&R Financial doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: percentage of assets. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $22 million |
| Individual clients | 60 |
| High-net-worth clients | 11 |
| Accounts managed | 187 |
| Employees | 2 |
| Planning clients | 51-100 |
| Financial planning | Offered |
| Form ADV filed | May 11, 2026 |
| SEC record | CRD 330772 |