RFK Capital Management
RFK Capital Management specializes in one-time, project-based financial planning for DIY investors and those that want to become DIY investors. The firm’s founder, Ryan Kelly, is a CFP Professional with 14 years of industry experience.
We believe many investors can be well served by a one-time financial review or a one-time financial plan.
DIY Investing Service. $3,300 one-time fee. The DIY Investing Service includes four Zoom meetings, a comprehensive financial plan, and 1-year of follow-up advice at no extra charge. The service combines financial planning with DIY investing support. Our typical clients are physicians that have recently completed their training and/or those wanting help with the transition from a full-time advisor to a DIY approach.
Financial Review. $1,700 one-time fee. The Financial Review includes two Zoom meetings, an 8-to-12-page letter with specific recommendations, and 1 hour of follow-up advice at no extra charge. Most of our financial review clients are WCI readers that want to make sure they are on the right track with their investing and financial planning.
- Services: Financial Planning
- Ideal Client: Those seeking a one-time review or one-time financial plan.
- Location: Salt Lake City, Utah
- RFK Capital Management Application, ADV2
- Website, [email protected] , 801-372-1446
|Financial Review||$1,700, one-time fee|
|DIY Investing Service
(Financial Plan + DIY Investing Support)
|$3,300, one-time fee|
|Introductory Call:||15 to 20 minutes, free|