RFM Financial Solutions, LLC
SEC RegisteredYour Trusted Financial Partners for Over 50 Years!
About the firm
RFM Financial Solutions is a member of the RFM Group and part of Robert F. Murray & Co., CPAs, serving the people and businesses of its community for 50 years. The firm specializes in establishing solid long-term relationships with clients, offering customized diversified investment plans implemented with sound investment and fiduciary principles. As a fee-only advisor, its compensation is a flat percentage of account value with no commissions, trailers, or markups.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment portfolio management, personal financial planning, company retirement plans (including SIMPLE IRA, SEP, 401(k), Profit Sharing, and Individual 401(k)/Uni-K plans), estate planning guidance, and ongoing quarterly performance reporting.
Who they serve
Individuals and businesses seeking investment management, financial planning, and retirement planning, including families seeking multi-generational wealth preservation and business owners planning exit strategies.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 472 | $42M |
| High Net Worth Individuals | 72 | $205M |
10 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| $50,000 to $500,000 | 1.00% |
| $500,001 to $1,000,000 | 0.80% |
| $1,000,001 to $2,500,000 | 0.65% |
| $2,500,001 and above | 0.50% |
Data as of December 22, 2025 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. RFM Financial Solutions, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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