Rolf Trautsch
Rolf Trautsch is a CFP-designated registered investment advisor at C & T Financial Services Group, INC., based in Pacific Grove, CA, with 42 years of industry experience. Rolf operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning, and 1 more.
Compensation
Firm Size
IM Fee
Fee Structure
If you implement your financial plan with C&T Financial Services Group, you may also be charged an annual consulting fee ranging from $2,000 to $5,000 for ongoing financial counseling and administrative activities. This fee is charged in arrears in December and is negotiable.
C&T Financial Services Group charges between $2,000 and $5,000 for developing a financial plan, depending on the complexity of your situation. Half of the fee is due upon signing the agreement, and the balance is due upon delivery and acceptance of the plan. You can terminate the agreement within 5 days for a full refund. After 5 days, the refunded amount will be prorated based on the work completed.
Location
252 Pine Ave., Suite C, Pacific Grove, CA, 93950
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 1998Other Business Activities
Rolf is a registered representative with Royal Alliance Associates, Inc. since 1989, spending about 10-20% of his time on securities trading and client meetings. He also owns Daro Enterprises, a rental property, and is the CEO of C & T Financial Services Group, Inc., where he provides financial planning and investment advisory services, dedicating about a quarter of his time.
Employment History
Current Registrations
C & T Financial Services Group, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Whjr Associates
Integrated Resources Equity CorporationBroker
Christopher Weil & Company, INCBroker
Investment Marketing, INC.Broker
State Registrations10 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.