Charlesworth & Rugg
Founded in 1976, we are one of Los Angeles’ earliest pioneers of fee-only, independent investment advice.
We build modern, cost effective portfolios rooted in academic theory and practical real-world experience. Our backgrounds range from academia to Wall Street.
Whether you are looking for specific guidance or a comprehensive financial plan, we partner with you to address your unique goals and circumstances.
Retirement Plan Services
We offer transparent, low cost, institutional-class solutions and services to 401(k) plans of all sizes. We act as an ERISA 3(38) Fiduciary Investment Advisor.