Anthony Edward Kalinowski

CFP

Rbf Wealth Advisors

38 Years of Experience

1 Disclosure

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & Coaching

Rbf Wealth Advisors

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

11 advisors

Number of Clients

1,120 clients

Average Client Portfolio

$578K average

Assets Under Management

$647.7M

Fee Structure

AUM-Based Fees (Tiered)

Assets Under Management	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

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

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Location

680 Craig Road, Suite 201, St. Louis, MO, 63141

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History

Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

September 1999

Denied

View Full SEC Report How to Read Disclosures

Other 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.