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Rachel Rademacher

17 Years of Experience

Rachel Rademacher is a registered investment advisor at Rademacher Financial, INC., based in Lawrence, KS, with 17 years of industry experience. Rachel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more. Their firm serves 343 clients with $230M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
343 clients
Average Client Portfolio
$683K average
Assets Under Management
$234.3M

Fee Structure

Minimum Investment:$250K

Rademacher Financial's fee for managing your investments is a percentage of the value of your portfolio. The exact percentage depends on factors like the size of your account, the type of services you use, the investments chosen, and the investment strategy. The fee will not exceed 2.0% per year. Fees are charged quarterly in advance. For investments in annuities, the fee is 1.00% per year, charged quarterly in arrears. There is a minimum relationship value of $250,000 to maintain an advisory relationship, but this may be waived.

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Location

1505 Kasold Drive, Lawrence, KS, 66047

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Rachel is a partner in P&R Holdings LLC (rental real estate), an artist, 50% owner of Rademacher Financial, Inc. (an independent RIA), and an officer of RTP LLC (a support company). She dedicates about half her time to Rademacher Financial, Inc., about 10-20% of her time to her art, minimal time to RTP LLC, and a few hours per week to P&R Holdings LLC.

Employment History
Current Registrations
Rademacher Financial, INC.
September 2008 - Present · 17 yrs 7 mos
Previous Registrations
Raymond James Financial Services, INC.Broker
August 2008 - June 2023 · 14 yrs 10 mos
State Registrations1 state
KS
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.