Company Information

Get to know rpi, inc - financial life planners

Founded in 1989, rpi, inc. operates as an independent, fee-only financial planning and investment management firm. The company's mission is to assist clients in making informed decisions with their money to lead more fulfilled lives. They provide comprehensive "Financial Life Planning," which integrates personal values and goals with financial strategies, alongside investment management and retirement plan consulting for individuals, families, and businesses. Being "fee-only" means their compensation comes directly from clients, not from commissions on financial products, aligning their interests with those of their clients.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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rpi, inc - financial life planners

United States

Founded in

1980 (46 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.

Regulated

Recommended

IUX

(2,283 reviews)

Mauritius

2015

(10 years)

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ASIC

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Warning

This company is currently Unproved.

Please be cautious of the potential risks!

License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.