Rabbanian Financial Planning

Jonathan Rabbanian, the founder and CEO, leads the investment committee and maintains direct involvement in portfolio construction for client households. In firms of this size and structure, the principal typically serves as both chief investment officer and lead financial planner, supported by a small team of advisors.

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.

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.

It operates as a traditional boutique registered investment advisor, not a single-family office. While it serves wealthy families, the firm manages assets across multiple unrelated client households and lacks the dedicated, consolidated back-office structure that defines a single-family office.

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.