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R & R FINANCIAL PLANNERS, INC.

EAST MEADOW, NY · CRD 113291 · IAPD ↗ · randrfinancialplanners.com · 516-222-8850

$60.1MRegulatory AUM
2Advisory reps
3Employees
0Clients
101-250Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
April 2026 — R & R FINANCIAL PLANNERS, INC. reported RAUM up 30% ($46.2M -> $60.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
50
April 2024 — R & R FINANCIAL PLANNERS, INC. shrank from 5 to 2 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
60
April 2024 — R & R FINANCIAL PLANNERS, INC. reported RAUM up 28% ($30.5M -> $38.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.