Keith Amburgey is a CFP-designated registered investment advisor at Rutherford Asset Planning, INC., based in Tampa, FL, with 16 years of industry experience. Keith operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 77 clients with $180M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.50% |
Fees are negotiable for clients with assets over $20,000,000.
Fee Estimator
Location
14105 Stilton Street, Tampa, FL, 33626
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Rutherford Asset Planning, INC.
State Registrations2 states
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