Russell Clifford
Russell Clifford is a CFP-designated registered investment advisor at Clifford Financial Planning, INC., based in Santa Rosa, CA, with 31 years of industry experience. Russell operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Divorce Planning, Estate Planning, and 6 more. Their firm serves 84 clients with $41M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Subject to a minimum annual fee of $5,000. Fees are negotiable.
Fee Estimator
Contact
Russell Clifford
Location
3035 Cleveland Avenue, Suite 206, Santa Rosa, CA, 95403
Get directionsHistory
Regulatory History (2)
Customer Dispute
February 2007Customer Dispute
May 2002Other Business Activities
Russell is an adjunct professor at the College for Financial Planning since 2023, where he plans and creates lectures, leads discussions, and assigns work. This takes a few hours per week during planning and creating lectures, and minimal time during trading.
Employment History
Current Registrations
Clifford Financial Planning, INC.
Previous Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
H. Beck, INC.Broker
Fsc Securities CorporationBroker
Guardian Investor Services CorporationBroker
State Registrations1 state
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.