Frank Rowella is a registered investment advisor at R & R Wealth Strategies, LLC, based in Ridgefield, CT, with 20 years of industry experience. Frank operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more.
Compensation
Firm Size
IM Fee
Fee Structure
- Financial Planning and/or Consulting Services — Fixed fee typically ranging from $5,000 to $15,000, depending on the nature and complexity of each client's circumstances.
- Hourly Consulting — $400 per hour. The length of time it will take to complete the advisory service will depend on the nature and complexity of the individual client's personal circumstances. An estimate for total hours will be determined at the start of the advisory relationship.
Location
90 Grove Street, Ridgefield, CT, 06877
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Frank is a partner at Reynolds & Rowella, LLP, a certified public accounting firm, since 1985. He dedicates nearly full-time hours to providing tax and accounting services.
Employment History
Current Registrations
R & R Wealth Strategies, LLC
Previous Registrations
R & R Wealth Strategies, LLC
State Registrations2 states
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