Directory of Financial Services Listing
COMPANY INFORMATION
| Company Name: |
Rudolph Financial Planning |
| Address: |
5457 Twin Knolls Road, Suite 101 |
| City: |
Columbia |
| State: |
MD |
| Zip Code: |
21045 |
| Telephone: |
(443) 542 - 5867 |
| Fax: |
(443) 628 - 0236 |
| Web address: |
www.RudolphFinancialPLanning.com |
| |
At Rudolph Financial Planning, we offer financial planning and advice on a fee-only, hourly-as-needed basis. As a fee-only firm, we are compensated directly and only by our clients. We do not sell products or accept commissions. Our fees are based only on the amount of time spent evaluating the client’s financial situation and meeting with them to provide specific recommendations. |
PERSONAL INFORMATION
| |
Name |
Telephone # |
Email address |
| 1. |
Pat Rudolph |
(443) 542 - 5867 |
pat@RudolphFinancialPlanning.com |
PROFILE INFORMATION
Licenses and Education:
Securities Licenses:
Insurance Licenses (Life, Health, Disability, etc):
Other Licenses and Designations (ChFEBCSM, CFP®, CPA, etc.): CFP®
Education/Area of Study: BA, Ph.D., Economics
Associations and Affiliations: FPA, NAPFA, Garrett Planning Network
Experience:
I have / The office has been providing financial and/or related advice to clients for 2.5 years.
How I/we charge clients for services:
X |
Fee for Financial Planning (initial, hourly, and/or retainer) |
--- |
Fee based on percentage of assets managed; percentage ranges |
--- |
Commissions, trail fees, redemption fees, account fees, etc. |
--- |
Other: |
Financial services provided:
--- |
Tax preparation |
X |
Comprehensive financial planning |
X |
Investment and asset management |
X |
Insurance |
X |
Elder and long-term care planning |
X |
Estate planning |
X |
Retirement planning |
X |
Cash management and budgeting |
--- |
Stock and bond brokerage |
--- |
Other: |
Specialty: Retirement planning and asset allocation advice
I am (or my firm is) registered with the SEC as an investment adviser.
If so, in what states? Maryland
Number of employees who work in your office/firm:
X |
1-5 |
--- |
6-10 |
--- |
11-50 |
--- |
51-99 |
--- |
100 or more |
My affiliation with the office/firm:
X |
President/CEO/Owner |
--- |
Employee |
--- |
Independent Contractor |
--- |
Other: |
Broker/dealer affiliation:
X |
No affiliation |
--- |
Affiliated with |
| The Directory of Financial Services is a service of 1105 Media, Inc. When using
the directory, be sure to read the
disclaimer. For information on the ChFEBCSM designation,
call Federal Employees Benefits Specialists, Inc. at 1-800-696-3505. For information
on the CFP® designation, please visit www.cfp.net. |
|
