RIA Intel›Advisers›Tennessee›RUTTERER PLANNING, LLC

RUTTERER PLANNING, LLC

Advisory

Data as of Mar 16, 2026 · Source: SEC Form ADV

Average account

$309K

across 51 accounts

AUM per adviser

$16M

1 adviser

Source: SEC Form ADV. Figures as filed Mar 16, 2026.

Total AUM

$16M

Discretionary %

100%

Clients

12

Employees

1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$16M

Discretionary AUM$16M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients12

Team

Total Employees1

Investment Advisers1

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InTN

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

12 clients

9 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in TN

Closest by assets under management. All figures from Form ADV.

WAVE WEALTH PLANNING, LLC

$16M

FAMILY WEALTH MANAGEMENT LLC

NASHVILLE, TN

$16M

+10.6% 1Y

THINK FINANCIAL STRATEGIES, LLC

$15M

HUNLEY WEALTH MANAGEMENT LLC

NASHVILLE, TN

$16M

KICKPOINT FINANCIAL, LLC

MEMPHIS, TN

$15M

GARTH & BROWN INVESTMENT MANAGEMENT, LLC

CHATTANOOGA, TN

$15M

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