CFP

Richard Reyes

27 Years of Experience

Maitland, FL

2 DisclosuresSells Insurance

Richard Reyes is a CFP-designated registered investment advisor at Wealth & Business Planning Group, LLC, based in Maitland, FL, with 27 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 22 clients with $3.1M in assets under management.

Wealth & Business Planning Group, LLC

Compensation

Fee-Only (% of Portfolio)Fixed/Hourly

Firm Size

1 advisor

IM Fee

Planning only

Assets Under Management

$3.1M

Location

125 S. Swoope Ave, Suite 109, Maitland, FL, 32751

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History

Regulatory History (2)

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Regulatory

April 2016

Final

Customer Dispute

April 2016

Settled

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Richard has 100% ownership of Wealth & Business Planning Group, LLC, his RIA company. Outside of this, Richard provides tax preparation, tax planning, and sells life insurance, annuities, and long-term care insurance.

Employment History

Current Registrations

Wealth & Business Planning Group, LLC

January 2008 - Present · 18 yrs 4 mos

Previous Registrations

Calton & Associates, INC.Broker

August 2008 - December 2010 · 2 yrs 4 mos

G. A. Repple & Company

August 1998 - August 2008 · 10 yrs

G. A. Repple & CompanyBroker

August 1998 - August 2008 · 10 yrs

State Registrations1 state

Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams

No exam information available for this advisor.

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