Welcome to RFK Capital Management. We are a fee-only financial planning firm that specializes in financial planning services for Do-It-Yourself (DIY) Investors. Many of our clients are physicians who find us through the White Coat Investor site, although we work with many different types of clients including retirees.

Do-It-Yourself Investing Service. $3,300 one-time fee. The DIY Investing Service is our main service offering. It combines comprehensive financial planning with DIY investing support. The service includes three Zoom meetings, a comprehensive financial plan, and investing guidance. Clients also receive one year of follow-up advice at no additional charge. To learn more, click here.

Financial Review. $1,700 one-time fee. We also offer a Financial Review for a $1,700 one-time fee. It is intended for confident DIY investors looking for a second opinion with regards to their investing and personal finances. Learn more about the Financial Review Service by clicking here.

Clients who have completed the DIY Investing Service or Financial Review can rehire us in the future, at their discretion, for a two-hour follow-up review for a one-time fee of $450.

Schedule a Free 20-Minute Consultation. If you are interested in learning more, please schedule a free 20-minute consultation (via phone or Zoom) with Ryan Kelly, CFP. You may schedule the consultation by clicking here.

You may also contact Ryan directly by sending him an email at: ryan.kelly@rfkcap.com