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).

By the Numbers
  • Total Assets Under Management
    145
    MILLION
  • Total Number of Accounts
    347
    ACCOUNTS
  • Average Account Value
    $417,551
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, NY

Financial Advisors at Rutherford Asset Planning, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Keith A. Amburgey
CRD#: 2313912
12191 West Linebaugh Ave, Tampa, FL 33626
96
Wealthminder
score

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.

2
Suzzette B. Rutherford
CRD#: 1077488
12191 West Linebaugh Ave, Tampa, FL 33626
80
Wealthminder
score

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.

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