# Rabbanian Financial Planning

Rabbanian Financial Planning is an Asset Manager based in Austin, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Austin, United States
- **Region:** North America
- **Address:** New York, NY, United States
- **Assets under management:** Undisclosed
- **Website:** rabbanianfinancial.com

## Regulatory record

- **CRD number:** 114395
- **Registration status:** Registered
- **Latest Form ADV filing:** 2025-03-28T00:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/114395

## About

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.

## Sectors

- Financial Services
- Wealth Management
- Retirement Planning

## People

- Jonathan Rabbanian — Founder & Chief Executive Officer

## 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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Last updated: 2026-06-03T20:00:00.000Z

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