Assets Under Management
$13.2M
Number of Clients
51
Number of Advisors
1
Average Client AUM
$260K
AUM per Advisor
$13.2M
Compensation
Fee-Only (AUM)
R & R Retirement Services, Inc., led by J.D. Kaiser, offers investment advisory services. Kaiser is also a licensed insurance agent, potentially creating conflicts of interest, though the firm prioritizes client interests. Supervision is maintained through internal controls overseen by Kaiser.
6514A 24th Ave Ne, Seattle, WA, 98115