RICKETTS FINANCIAL, LLC: Your Financial Partner
RICKETTS FINANCIAL, LLC is a trusted financial advisory firm that provides personalized and comprehensive solutions to clients to help them achieve their financial goals. With a team of experienced advisors and a deep understanding of the financial market, RICKETTS FINANCIAL, LLC helps clients navigate through various financial challenges and make informed decisions.
How does the advisor help clients – Key Takeaways:
- Comprehensive financial planning and investment management
- Customized solutions tailored to individual needs
- Expertise in various financial areas including retirement planning, tax planning, and risk management
- Frequent communication and proactive approach to adapt to changing market conditions
- Commitment to acting in the best interest of clients
Facts and Insights
RICKETTS FINANCIAL, LLC was established in 2001 and has since then grown into a reputable financial advisory firm. As of 2021, the firm manages over $500 million in assets and has a team of 20 experienced advisors. With a focus on building long-term relationships, RICKETTS FINANCIAL, LLC has successfully helped numerous clients achieve their financial goals over the years.
Assets Under Management, Number of Advisors and Time in Business:
| Year Established | Assets Under Management | Number of Advisors |
|---|---|---|
| 2001 | $500 million | 20 |
Financial Services Offered
- Retirement planning
- Investment management
- Estate planning
- Tax planning
- Risk management
- Legacy planning
Client Types
RICKETTS FINANCIAL, LLC serves a diverse range of clients including individuals, families, and businesses. Their expert advisors have the knowledge and experience to cater to the unique financial needs of each client and deliver personalized solutions.
Fees & Compensation
RICKETTS FINANCIAL, LLC follows a fee-only model, which means that they are compensated solely through client fees and do not receive any commissions or incentives for recommending certain products or services. This ensures that their advisors always act in the best interest of clients and avoid any conflicts of interest.
Background
RICKETTS FINANCIAL, LLC was founded by John Ricketts, a highly experienced and respected financial advisor with over 30 years of experience in the industry. He leads a team of dedicated and knowledgeable advisors who are committed to providing exceptional financial guidance and support to their clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, RICKETTS FINANCIAL, LLC is required to disclose any potential conflicts of interest or disciplinary actions. Clients can find this information on their official website or by requesting a copy of their Form ADV, which is filed with the Securities and Exchange Commission (SEC).