Zachary Reyes is a CFP-designated registered investment advisor at Circadia Financial Planning, based in San Angelo, TX, with 6 years of industry experience. Zachary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Corporate Executives, Education Planning, Estate Planning, and 6 more. Their firm serves 8 clients with $29M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.95% |
| $500K+ | 0.55% |
Rates apply to standalone investment management. Subject to a $3,000 annual household minimum fee. Firm also offers combined ongoing financial planning and investment management for $3,000 annually plus 0.55% of assets managed.
Fee Estimator
Contact
Zachary Reyes
Location
San Angelo, TX
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Regulatory History
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.
Learn about disclosures →Employment History
Current Registrations
Circadia Financial Planning
Previous Registrations
Clintsman Financial Planning
State Registrations1 state
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
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