RFK Capital Management specializes in one-time, project-based financial planning for DIY investors. The firm’s founder, Ryan Kelly, is a CFP Professional with more than 10 years of experience in investment management.
We believe most investors can manage their own investment portfolios using low-cost index funds if they receive good advice and follow that advice. Our goal is to have our clients fire us after the project is complete. Our clients can rehire us, at their discretion, at our hourly rate if there’s a need for follow-up advice.
Our main service offering is our DIY Investing Service. For a flat, one-time fee of $1,800, you’ll receive the following:
- Personalized Financial Plan
- 5-Year Cash Flow Plan
- Review of Insurance Policies
- Investment Policy Statement
- Implementation Help
- Backdoor Roth IRA Help
- One-year of free follow-up advice and answers to questions at no additional cost.
We also offer a Financial Review service for long-time DIY investors. The cost is a one-time fee of $800. The service includes a financial document review, a 60-minute phone consultation to discuss your financial situation and investment portfolio, and a five to seven-page personalized letter with our thoughts and recommendations. The focus of the review is on investing, but we’ll also offer basic financial planning recommendations as well. After you review the letter, we’ll have a follow-up call to discuss our recommendations. We’ll make any necessary changes or adjustments to the letter and send you the updated copy for your future reference. After the project is complete, you’ll receive one hour of follow-up advice at no additional cost.
- Services: Financial Planning
- Fee Structure: Flat-fee, hourly
- Location: Salt Lake City, Utah
- RFK Capital Management Application, ADV2
- Website, [email protected] , 801-372-1446
DIY Investing Service: One Time fee of $1,800
Financial Review: One Time fee of $800
Introductory Call: 15 to 20 minutes, free