Rm Financial Services, Llc
362 US ROUTE ONE, Falmouth, Maine 04105
Confirmed via SEC Form ADV registration data. This firm has a legal obligation to act in your best interest.
Compensation comes exclusively from client fees. No commissions, no product sales, no kickbacks.
No criminal, civil, or regulatory disclosures found in SEC or FINRA records.
This firm has disclosed additional revenue sources (insurance, brokerage, or proprietary products) in their SEC filings. Review the details below.
Fee Structure
Detailed Fee Schedule
to Advisor approval. A Special Purpose account will be billed at a reduced rate of 0.5% (regardless of the value of the account) and investments in such accounts are limited to money market mutual funds and cash only. The assets within these accounts are not considered when determinin
Source: Form ADV Part 2 BrochureCompensation Transparency
- Also offers proprietary investment products
These additional revenue sources are disclosed in the firm's Form ADV filing with the SEC. Ask the advisor directly how these affiliations affect the advice you receive.