RSI Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$4,789,000
Clients
13
8% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
13
TypicalAverage account size
$368,385
About
RSI Advisors is an independent, state‑registered adviser that works with individual and high‑net‑worth clients to provide financial planning, portfolio management, and investment consultation. Beyond traditional planning and discretionary management, the firm offers a monthly market‑timing service for self‑directed investors and runs complimentary educational workshops on personal finance and investing.
The firm blends strategic, passive asset allocation with active tactical approaches that draw on business‑cycle theory and proprietary volatility trading signals, deploying mutual funds, ETFs, ETNs and individual equities in either discretionary or nondiscretionary mandates. It also discloses availability of a performance‑based fee arrangement for eligible clients under a separate engagement agreement and charges a modest monthly fee for timing signals.
Noteworthy attributes include a small client base and relatively low assets under management, which the principal supports using technical and cyclical models informed by an engineering and technical work background. RSI requires use of a specified custodial platform (clients cannot direct brokerage), has addressed a minor regulatory audit finding in its Form ADV updates, and routinely offers public educational sessions — features that are less common among peer independent firms.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Market timing
Expertise
Cash flow / budgeting
Debt management
Divorce financial planning
Active portfolio management
Fee options
Fixed fee of $500 for multi-component financial planning
$0 - $99,999: 1.50% $100,000 - >= $100,000: 1.25% $0+: 2.00% (active strategy, all sizes)
$250 per hour for limited planning component
Available to eligible clients under separate agreement; no current clients paying performance fees
Monthly fee of $49.99 for investment timing services
Account minimum: $50,000 Minimum fee: Financial planning fixed fee of $500; hourly fee of $250 per hour Fee-only: Fixed fee for financial planning ($500), hourly fees ($250/hr), monthly fee for timing services ($49.99)
Main office location
RSI Advisors
Dover NH, United States
Number of offices
1
Most active in
RSI Advisors has reported serving >5 clients in these states in the last 12 months.
New Hampshire
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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