R3I LLC provides financial planning services to individuals, high net-worth individuals, and charitable organizations. Founded in January 2026 and based in Cambridge, Massachusetts, R3I does not manage investment portfolios directly or exercise trading authority over client accounts. Instead, R3I focuses on comprehensive evaluations of clients' financial situations to help them establish goals, develop investment strategies, plan for retirement, manage risks, and navigate business planning. Clients receive tailored written reports and retain full control over whether and how to implement recommendations. R3I operates on a fee-only basis, charging fixed project fees or hourly rates, and accepts no commissions or third-party compensation.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
- Comprehensive financial plan (Fixed Fee) — $1,000 to $10,000 depending on your needs, goals, and complexity
- Hourly consulting — $100 to $500 per hour depending on complexity
One-Time Plan:$1,000 - $10,000
Hourly Rate:$100 - $500/hr
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