# R & R Financial Planners, Inc.

> R & R Financial Planners, Inc. is an SEC-registered investment advisory firm in East Meadow, NY, registered since 2023, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated August 21, 2026.

- CRD: 113291
- Filed as: R & R FINANCIAL PLANNERS, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: East Meadow, NY
- Filing period: October 2026
- Form ADV filing dated: August 21, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/113291
- AdvisorCensus page: https://advisorcensus.com/firm/r-and-r-financial-planners-inc-east-meadow-ny-113291

## Quick answers

**How is R & R Financial Planners, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), R & R Financial Planners, Inc. reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is R & R Financial Planners, Inc. located?**
R & R Financial Planners, Inc.'s principal office is in East Meadow, NY, according to its Form ADV; the September 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is R & R Financial Planners, Inc. registered with the SEC or a state?**
R & R Financial Planners, Inc. is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 113291.

**How much does R & R Financial Planners, Inc. manage?**
R & R Financial Planners, Inc. reports $60,130,896 in regulatory assets under management in its Form ADV filing dated August 21, 2026 (100% discretionary).

**How have R & R Financial Planners, Inc.'s assets and staff changed since 2023?**
In the Form ADV data for R & R Financial Planners, Inc.: Regulatory assets under management: $30,470,736 in the October 2023 data and $60,130,896 in the October 2026 data, up 97%. Total employees: 5 in October 2023 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does R & R Financial Planners, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (134); high net worth individuals (98).

**Does R & R Financial Planners, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/113291

**What changed in R & R Financial Planners, Inc.'s recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $46,220,816 to $60,130,896 (+30%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $60,130,896
- Discretionary: $60,130,896
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 134 | $13,120,351 |
| High net worth individuals | 98 | $47,010,545 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other

### Firm details
- Registered since: 2023 (3 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: FL, NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the September 2026 filing
- Deerfield Beach, FL

### Websites listed on Form ADV (Item 1.I)
- [randrfinancialplanners.com](https://randrfinancialplanners.com)

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $30,470,736 | 5 | June 6, 2023 |
| October 2024 | $38,905,000 | 3 | April 19, 2024 |
| October 2025 | $46,220,816 | 3 | March 28, 2025 |
| October 2026 | $60,130,896 | 3 | August 21, 2026 |

Regulatory assets under management: $30,470,736 in the October 2023 data and $60,130,896 in the October 2026 data, up 97%.
Total employees: 5 in October 2023 and 3 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $46,220,816 to $60,130,896 (+30%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. R & R Financial Planners, Inc. (CRD 113291): Form ADV filing data as of October 2026.