Rf&l Wealth Management, LLC

Rf&l Wealth Management, LLC (CRD# 140210) is a financial advisory firm headquartered in Acton, MA. They manage $287,088,356 in 405 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    287
    MILLION
  • Total Number of Accounts
    405
    ACCOUNTS
  • Average Account Value
    $708,860
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CT, FL, IL, MA, NH, NJ, TX

Financial Advisors at Rf&l Wealth Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Andrew W. Hass
CRD#: 6597191
525 Massachusetts Avenue, Suite 205, Acton, MA 01720

Andrew Hass (CRD# 6597191) is an Investment Advisor Representative working at Rf&l Wealth Management, LLC in Acton, MA and has over 8 years of experience in the finance industry.

2
Rodney W. Hass
CRD#: 4754157
525 Massachusetts Avenue, Suite 205, Acton, MA 01720

Rodney Hass (CRD# 4754157) is an Investment Advisor Representative working at Rf&l Wealth Management, LLC in Acton, MA and has over 20 years of experience in the finance industry.

3
Ryan W. Hass
CRD#: 6616911
525 Massachusetts Avenue, Suite 205, Acton, MA 01720

Ryan Hass (CRD# 6616911) is an Investment Advisor Representative working at Rf&l Wealth Management, LLC in Acton, MA and has over 8 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.