Howe & Rusling, Inc.

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About Howe & Rusling, Inc.

Howe & Rusling is a full-service wealth management firm that provides financial planning, investment management, estate planning and tax strategy. We believe in a holistic, data-driven approach to evaluate and optimize your financial well-being.

Our process begins with fully understanding what you want most out of life. Using sophisticated tech and in-depth analysis we'll collaboratively create a strategic roadmap to help you achieve more with your money.

See Disclosures

General Information

Firm Start Year

1930

No. of Employees

20-49

CRD#

6616495

Firm CRD#

104627

Name of Broker/Dealer

Name of Custodial Firm

Fidelity & Schwab

Years of Experience in Financial Services

Number of Years with Current Firm

Work Experience

Howe & Rusling Wealth Management | Wealth Manager | Aug 2022 - Present
Empower | Senior Wealth Advisor | Jan 2022 - Jul 2022
T. Rowe Price | Senior Financial Consultant | Feb 2016 - Jan 2022
FirstBank of Colorado | New Accounts Representative | Nov 2011 - Feb 2016
Hawai'i Schools FCU | Teller | Mar 2011 - Sep 2011

Work with the following types of clients

Investment Clubs, Individual Investors, Non-Profit Organizations

Foreign Languages Serviced

English

Advisory Services Provided

Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Tax Advice and Services, Financial Planning for Businesses

Compliance

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP^®, CRPC^®

Securities Licenses

Series 65

Firm Information

Firm's Number of Clients

1240

Assets Managed by Firm

$2.026B

Advisor's Number of Clients

Advisor's Number of Managed Clients

Advisor's Number of Planning Clients

Total Assets Under Management by Advisor

$37.4mm

Compensation and Fees

Fee Structure

Fee-Only

Minimum Portfolio Size for New Managed Accounts

$500,000

Compensation Methods

Based on Assets

Fee % Based on Assets

0.5 - 1.2%

Additional Details on Charges

Howe and Rusling may, in its discretion, reduce the standard fee. Under certain circumstances, such as multiple relationships within a single family, our fees and minimums may be negotiable. Lower fees for comparable services may be available from other sources. Fixed fees, as opposed to fees based on a percentage of assets under management, may also be negotiated on very rare occasions and on an individual basis due to unusual circumstances.

Minimum Fee Charged for Managed Accounts

$1,500 / quarter

Education

Bachelor of Arts - Economics

Colorado State University
08/01/2005 -05/31/2010

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1892988/paladinregistry-Howe-&-Rusling,-Inc.-detailed-disclosure.html

Disclaimer

Howe & Rusling's legal disclaimers can be found at https://www.howeandrusling.com/legal-disclaimers/

Paladin Advisors

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