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How does the advisor help clients – Key Takeaways:
ROOD FINANCIAL, LLC is a trusted financial consulting firm offering a wide range of services to help clients achieve their financial goals. With a team of experienced and knowledgeable advisors, ROOD FINANCIAL, LLC utilizes their expertise to provide personalized financial strategies to each individual client.
Facts and Insights
ROOD FINANCIAL, LLC has been in the financial advisory business for over 15 years. Throughout this time, they have managed over $500 million in assets for their clients. With such a successful track record, it is clear that ROOD FINANCIAL, LLC has the experience and expertise to help clients reach their financial goals.
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 8 | 15+ years |
Financial Services Offered
ROOD FINANCIAL, LLC offers a wide range of financial services to cater to their clients’ needs. Some of the services they specialize in include investment management, retirement planning, tax planning, and estate planning. They also provide financial education and guidance to help clients make informed financial decisions.
Client Types
ROOD FINANCIAL, LLC caters to a diverse range of clients, including individuals, families, and small business owners. They understand that each client’s financial goals and needs are unique, and they tailor their services to meet those specific requirements.
Fees & Compensation
ROOD FINANCIAL, LLC follows a fee-only compensation structure, meaning they do not earn commissions from financial products they sell to clients. This ensures that their advice is always in the best interest of their clients, and there are no conflicts of interest.
Background
The team at ROOD FINANCIAL, LLC is made up of experienced and highly qualified financial advisors. They hold various professional certifications, including Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA). This expertise enables them to provide sound financial advice to their clients.
Financial Advisor Disclosures to Know
ROOD FINANCIAL, LLC is a Registered Investment Advisor (RIA) with the Securities and Exchange Commission (SEC). This means they are held to a fiduciary standard and are legally obligated to act in their client’s best interest at all times. Additionally, they have a clean record with no disciplinary actions or conflicts of interest.