RUTHERFORD ASSET PLANNING, INC.
  • RUTHERFORD ASSET PLANNING, INC.

Adviser Profile

As of Date 02/04/2026
Registration SEC, Approved, 09/17/2003
ADV Location TAMPA, FL, United States
Contact Info 813 xxxxxxx
Websites
AUM* 181,313,080 18%
of that, discretionary 181,313,080 18%
Number of Employees 2
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 713,831 21%
% High Net Worth 53.25% -12%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Reported AUM

193M 165M 138M 110M 83M 55M 28M
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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