Est. Revenue
$601K
@ 1% on AUM
Est. EBITDA
$180K
@ 30% margin
Est. Deal Value
$1.4M
@ 8× EBITDA
Identity
Registrations & legal identity
Legal name
R & R FINANCIAL PLANNERS, INC.
Economics
AUM trajectory
'25'26
$46.2M → $60.1M▲ +30%
Client mix
| Individuals Other | 134 |
| Individuals High Net Worth | 98 |
Operations
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'25'26
2 advisors → 2 advisors▬ 0%
Primary office
EAST MEADOW NY
Custodian & Brokerage
Primary custodian
Interactive Brokersmedium confidence
Services offered
Financial planningPortfolio mgmt — individualsOther Advisory Services
Filings
Latest ADV filing
03/18/2026
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Top Owner Name
ROMEO, WILLIAM, VITO
Control Persons
ROMEO, WILLIAM, VITO
PRAINO, NANCY, ANN
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Website Staleness Score
0.376
Wayback Last Material Change
2025-11-12T05:37:59.000Z
Wayback Snapshots Last 12mo
8
Wayback First Snapshot
2010-04-04T23:45:14.000Z
Wayback Last Snapshot
2026-03-10T06:52:57.000Z
Rdap Domain
RANDRFINANCIALPLANNERS.COM
Rdap Domain Creation Date
2007-05-11T12:12:19Z
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
Local market & wealth
Rank targets by how wealthy the local market is
Soi High Wealth Score
0.3645
Soi Zip Pct 200k Plus
0.1153
Soi Zip Returns 200k Plus
2,340
Soi Zip Total AGI
2,025,130
Fdic Zip Total Deposits
46,540,882,000
Fdic Zip Top Banks
JPMorgan Chase Bank, National Association
Citibank, National Association
Compliance & brand
Firm Registration Status
active
All other collected signals (29)
Everything else we've pulled for this record, not yet curated into a section.
Custodian Candidates
Full| E*trade | 4 |
| Interactive Brokers | 2 |
| Lpl Financial | 1 |
Fdic Zip Branches Raw
European American BankEast Meadow, NY
Fleet BankEast Meadow, NY
Fdic Zip Top Bank Share Pct
22.36
Fee Schedule
| Bracket I | 75 |
| Bracket Iii | 11 |
| Bracket Ii | 9 |
| Bracket Xi | 5 |
| Bracket Iv | 0 |
Rdap Domain Expiration Date
2027-05-11T12:12:19Z
Rdap Domain Last Changed
2026-04-10T09:18:43Z
Rdap Nameservers
Ns1.cypressgrove.comNs2.cypressgrove.comNs3.cypressgrove.comNs4.cypressgrove.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Soi Zip Total Business Income
55,148
Soi Zip Total Cap Gains
70,530
Soi Zip Total Dividends
34,291
Soi Zip Total Returns
20,300
Trust Company Affiliate
No
Wayback Avg Days Between Changes
950
Wayback Closest Snapshot Ts
2026-03-10T06:52:57.000Z
Wayback Closest Snapshot Url
http://web.archive.org/web/20260310065257/https://randrfinancialplanners.com/
Wayback Distinct Digest Count
7
