RF&L Wealth Management, LLC
RF&L Wealth Management, LLC is an independent investment adviser based in Acton, Massachusetts, founded in 2011. The firm manages approximately $287 million for 405 accounts, primarily serving high net worth individuals, retail investors, pension plans, charitable organizations, and small businesses. With an employee count of 3, all working as financial advisors, RF&L offers tailored portfolio management and financial planning services. The firm is not a broker-dealer and is registered in several U.S. states, focusing on high-touch, personalized service for its clients.
Investment Strategy
RF&L Wealth Management utilizes a client-focused approach with discretionary and non-discretionary portfolio management, emphasizing long-term financial growth and stability. The firm builds diversified portfolios across equities and other asset classes, with holdings that include major public companies, favoring customized strategies based on each client's financial goals and risk tolerance. Services include portfolio management for both individuals and institutions, as well as selection of other advisors for specialized needs. The fee structure is primarily asset-based with options for fixed financial planning fees, ensuring transparency and alignment with client interests.
Top Holdings
Equity Positions (60)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DFAT | DIMENSIONAL ETF TRUST | 9.93% | $16.9M | 290,556 | $44.10 | $58.21 | +$1.3M |
D DFAC | DIMENSIONAL ETF TRUST | 6.48% | $11.0M | 286,245 | $24.46 | $38.57 | +$733.8K |
D DFUS | DIMENSIONAL ETF TRUST | 6.22% | $10.6M | 146,368 | $41.87 | $72.44 | +$767.8K |
D DFUV | DIMENSIONAL ETF TRUST | 5.44% | $9.3M | 207,556 | $33.59 | $44.69 | +$566.2K |
B BSV | VANGUARD BD INDEX FDS | 4.92% | $8.4M | 106,160 | $75.89 | $78.91 | +$431.9K |