Rf&l Wealth Management, LLC's Form ADV discloses 1.25% on the first $200,000, 1.00% on the next $800,000, 0.90% on the next $1.5 million, and 0.80% on assets above $2.5 million. See complete fee breakdown ↓
Yes. As an SEC-registered investment advisor (CRD #140210), Rf&l Wealth Management, LLC is subject to fiduciary duty under federal law.
Rf&l Wealth Management, LLC is headquartered in ACTON, MA.
Rf&l Wealth Management, LLC serves 77 high-net-worth clients according to their SEC filing dated August 11, 2026. View client details ↓
According to their SEC Form ADV, Rf&l Wealth Management, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
Rf&l Wealth Management, LLC manages $381 million in client assets according to their SEC filing dated August 11, 2026.
According to their SEC Form ADV, Rf&l Wealth Management, LLC serves high-net-worth individuals and institutional clients. View client details ↓