About RMR Wealth Builders, Inc.
At RMR Wealth, our creative solutions can assist in getting your financial life on track. Our skilled advisors are here to help you establish and protect your financial future, from retirement savings to investment management.
See Disclosures
General Information
Firm Start Year
1986
No. of Employees
50-99
automated call
Yes
CRD#
4547891
Firm CRD#
169005
Name of Custodial Firm
Fidelity, Charles Schwab
States Licensed in
NJ
Years of Experience in Financial Services
23
Number of Years with Current Firm
1
Work with the following types of clients
Businesses, Individual Investors, Non-Profit Organizations
Foreign Languages Serviced
English
Advisory Services Provided
Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Financial Planning
Compliance
Registered Investment Advisor
Yes
Acknowledged fiduciary
Yes
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Qualifications & Membership
Certifications, Accreditations & Designations
CFP®
Firm Information
Assets Managed by Firm
2.2b
Compensation and Fees
Fee Structure
Fee-Based
Minimum Portfolio Size for New Managed Accounts
$500,000
Compensation Methods
Based on Assets, Flat Fee
Education
BA - Industrial Labor Relations
State University of New York at Potsdam
9/1994 -5/1998
MBA - Finance
University of Southern Maine
1/2000 -12/2001
Disclosures
Additional Detailed Disclosures
https://www.financialplanners.net/disclosure/1892978/financialplanners-RMR-Wealth-Builders,-Inc.-detailed-disclosure.html