AdvisorOS Directory
Claim Profile
MR

Mutian Rui

FINANCIAL PLANNING CONCEPTS OF AMERICA, INC.·WEST PALM BEACH, Florida
Unclaimed Profile
340 COLUMBIA TURNPIKE, WEST PALM BEACH, FL 33409CRD# 7529837Firm CRD# 126411
01

About

Mutian Rui is a registered financial advisor based in WEST PALM BEACH, Florida, affiliated with FINANCIAL PLANNING CONCEPTS OF AMERICA, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
FINANCIAL PLANNING CONCEPTS OF AMERICA, INC.
FINANCIAL PLANNING CONCEPTS OF AMERICA, INC.
AUM
$126M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at FINANCIAL PLANNING CONCEPTS OF AMERICA, INC. →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 7529837
Firm CRD# 126411
1 disclosure on file
View on FINRA BrokerCheck →

Looking for a financial advisor in WEST PALM BEACH?

Browse all registered financial advisors in WEST PALM BEACH, Florida or claim this profile if it's yours.

Browse WEST PALM BEACH AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Mutian Rui offer?
Mutian Rui specializes in Financial Planning, Investment Management. Contact their office in WEST PALM BEACH, Florida for a consultation.
What are Mutian Rui's credentials?
Mutian Rui is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Mutian Rui located?
Mutian Rui is based in WEST PALM BEACH, Florida, working with FINANCIAL PLANNING CONCEPTS OF AMERICA, INC.. Their office serves clients in the WEST PALM BEACH metropolitan area and surrounding communities.
How does Mutian Rui charge for services?
Mutian Rui's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FINANCIAL PLANNING CONCEPTS OF AMERICA, INC.?
FINANCIAL PLANNING CONCEPTS OF AMERICA, INC. has approximately 2 employees and manages $126M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in WEST PALM BEACH
Michael Thomas Borgia — SANDERS CAPITAL, LLCJean Margo Reid — SANDERS CAPITAL, LLCJohn Patrick Mahedy — SANDERS CAPITAL, LLCAlex (nmn) Shabshis — SANDERS CAPITAL, LLCLewis Alan Sanders — SANDERS CAPITAL, LLC
Nearby cities in Florida
MIAMI (1221)TAMPA (396)BOCA RATON (391)CORAL GABLES (291)NAPLES (220)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideNAPLES Guide
Research
Advisor Fees in FloridaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile