Areas of Practice
Investment ManagementRetirement PlanningHigh Net Worth
Compensation
Fee-Only (AUM)
Firm Size
4 advisors
Number of Clients
348 clients
Average Client Portfolio
$663K average
Assets Under Management
$230.7M

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only
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Location

300 E. Main Street, Los Gatos, CA, 95030

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Rice Financial Consulting, INC.
March 2025 - Present · 11 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.