EAST MEADOW, NYCRD 113291Latest ADV March 18, 2026
R & R Financial Planners, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in East Meadow, NY. Its latest Form ADV filing, dated March 18, 2026, reports $60M in regulatory assets under management, 3 employees, 1 office, and 232 accounts.
Assets Under Management
$60M
Employees
3
Offices
1 office
Total Clients
232
Primary office
EAST MEADOW, NY
1802 HEMPSTEAD TURNPIKE, EAST MEADOW, NY, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 57.8% of total clients.
Top client categories% of clientsClients
1
Individuals
57.8%
134
2
HNWI
42.2%
98
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$60Mas of March 18, 2026
Discretionary100.0%
$60M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$60M
Total Accounts232
10Y AUM Change+$30M (+97.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee77:1
10Y Employee Change-2 (-40.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.