Rutherford Asset Planning, Inc.
Rutherford Asset Planning, Inc. (CRD# 128036) is a financial advisory firm headquartered in Tampa, FL. They manage $144,890,227 in 347 accounts and serve the financial needs of clients across 2 states (or territories).
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Total Assets Under Management145MILLION
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Total Number of Accounts347ACCOUNTS
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Average Account Value$417,551
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
FL, NY
Keith Amburgey (CRD# 2313912) is an Investment Advisor Representative working at Rutherford Asset Planning, Inc. in Tampa, FL and has over 23 years of experience in the finance industry. Keith Amburgey has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Suzzette Rutherford (CRD# 1077488) is an Investment Advisor Representative working at Rutherford Asset Planning, Inc. in Tampa, FL and has 1 year of experience in the finance industry. Suzzette Rutherford has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.