Rutherford Asset Planning, Inc.

Rutherford Asset Planning, Inc. (CRD# 128036) is a financial advisory firm headquartered in Tampa, FL. They manage $193,056,034 in 335 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
14105 Stilton Street, Tampa, FL 33626
http://www.rutherfordasset.com
By the Numbers
  • Total Assets Under Management
    193
    MILLION
  • Total Number of Accounts
    335
    ACCOUNTS
  • Average Account Value
    $576,287
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
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 - 1 of 1 top financial advisors.
1
Keith Amburgey, financial advisor Tampa FL
Keith A. Amburgey
CRD#: 2313912
14105 Stilton Street, Tampa, FL 33626

Keith Amburgey (CRD# 2313912) is an Investment Advisor Representative working at Rutherford Asset Planning, Inc. in Tampa, FL and has over 28 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.

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