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Rabbanian Financial Planning
Rabbanian Financial Planning, Inc. is a state-registered investment adviser in Austin, TX. The firm manages approximately $61 million in regulatory assets.
Rabbanian Financial Planning
Rabbanian Financial Planning, Inc. is a state-registered investment adviser in Austin, TX. The firm manages approximately $61 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
Asset Manager
Location
Region
North America
Country
United States
City
Austin
Corporate office
New York, NY, United States
Principals
Jonathan Rabbanian
Founder & Chief Executive Officer
Sector focus
Frequently asked questions
How is the firm compensated, and does it sell proprietary products?
The firm operates as a fee-only registered investment advisor, which means it accepts no commissions or third-party payments for product recommendations. Compensation comes directly from clients through asset-based fees, hourly charges, or retainer agreements. The firm does not manufacture or sell proprietary investment products, maintaining open-architecture access to the broader market.
What type of client does the firm typically serve?
The practice focuses on high-net-worth individuals and families, often professionals approaching retirement, holders of concentrated equity positions, and multi-generational households navigating estate and tax planning. Client minimums are not publicly documented, but firms in this segment often target households with investable assets above $1 million to $2 million.
What investment vehicles does the firm use?
Portfolios are built primarily from low-cost ETFs, individual equities, bonds, and third-party separately managed accounts. The firm does not manage in-house mutual funds or hedge funds. Dimensional Fund Advisors and Vanguard products are common among comparable RIAs employing evidence-based, tax-managed portfolio strategies.
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