As a registered investment advisor with a flat retainer based on complexity and services fee model, RK Financial Group, LLC., is paid only by the client. Developing and implementing a financial life plan is a complex process that takes time, knowledge, and resources, and our clients understand and appreciate the commitment involved.

Many financial planning firms base their fees on the amount of assets managed. For example, an asset fee of 1% on $1 million of assets equates to $10,000 charged per year. For this fee, many of these firms do not provide a full range of financial life planning services.

To make certain we are a good fit, we offer a no obligation “let’s get acquainted” session.

See what the Wall Street Journal says you should look for in a Financial Planner here: bit.ly/3267nLw

Location 5215 N. Sabino Canyon Rd., Tucson, AZ 85750 Phone 520-904-7241 E-mail rick@rdkelleyfinancial.com Hours Monday - Friday 8:00 am to 5:00 pm by appointment only Thank you ADV II and Brochure Upon Request
search previous next tag category expand menu location phone mail time cart zoom edit close