Rutherford Asset Planning (RAP), an independent, fee-only wealth-management and planning firm with offices in New York City and Naples, Florida, is opening a branch in Tampa, headed by Keith Amburgey.
Founded in 1986, RAP currently serves more than 50 affluent clients with portfolios ranging from USD1m to USD20m.
"We saw an opportunity to take the successful business model we had established in Naples and contour it to the Tampa market," says Amburgey (pictured).
As a fee-only company, RAP accepts no commissions, rebates or any other type of soft money.
"That means that we are always working solely on our clients’ behalf, because we have no incentive to purchase a particular product," Amburgey says.
Amburgey has been a key member of the team since 2009, when he joined RAP after a 16-year career in Morgan Stanley’s institutional securities division.
