Anthony Kalinowski is a CFP-designated registered investment advisor at Rbf Wealth Advisors, based in St. Louis, MO, with 38 years of industry experience. Anthony operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 1,289 clients with $720M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.75% |
| $250K - $750K | 2.25% |
| $750K - $2.0M | 1.75% |
| $2M+ | 1.50% |
Advisory fees may be discounted depending on the type of service provided, account size, and investment objectives.
Fee Estimator
Location
680 Craig Road, Suite 201, St. Louis, MO, 63141
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 1999Other Business Activities
Anthony works full-time as a registered investment advisor (RIA) at Roman, Butler, Fullerton, Inc. He also owns, hosts, and distributes TheRetirementInsiders podcast, a non-financial podcast, dedicating minimal time to it.
Employment History
Current Registrations
Rbf Wealth Advisors
Previous Registrations
Private Client Services, LLCBroker
Triad Advisors LLCBroker
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Lehman Brothers INC.Broker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.