Rtd Financial Advisors Inc

RTD Financial is an investment adviser registered with the SEC since June 13, 1983. The firm specializes in Personal Wealth Management, Employer Retirement Plans, and Trusts and Non-Profits. They offer life-centered financial planning and investment management services tailored to individual client needs. RTD manages assets on a discretionary basis totaling $2,381,633,715 as of December 31, 2024. Clients have the option to impose restrictions on their accounts, and the firm does not sponsor wrap programs. The firm's fee structure varies based on the type of service provided. For Personal Wealth Management, fees range from $6,000 to $120,000 annually, depending on the total wealth under advisement and the complexity of the client's financial situation. Employer Retirement Plan fees are based on the plan assets under management. RTD does not charge performance-based fees and acts as a fiduciary for its clients, putting their best interests first. RTD's team comprises experienced professionals with various certifications such as CFP®, CFA, CPA, AIF®, and more. The Chief Compliance Officer oversees compliance and personal investment activities, ensuring adherence to regulatory standards. The Chief Executive Officer supervises the compliance officer. There is no reported disciplinary history for any of the individuals listed. No additional compensation is received, and there are no investment-related outside business activities.