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Rachel Rademacher

18 Years of Experience
Lawrence, KS

Rachel Rademacher is a registered investment advisor at Rademacher Financial, INC., based in Lawrence, KS, with 18 years of industry experience. Rachel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Insurance Planning, and 3 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
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Annual fees depend on asset size, services provided, and strategy, but will not exceed 2.0% and are negotiable. Annuities included in management are billed separately at a non-negotiable 1.00% annual rate in arrears.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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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 · 18 yrs 1 mo
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.
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