Riley Reimschisel
Riley Reimschisel is a CFP-designated registered investment advisor at Phillips Financial, based in Carmel, IN, with 7 years of industry experience. Their practice areas include Alternative Investments, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 991 clients with $2.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Annual fees generally range from 0.40% to 1.25% tiered based on assets under management. Subject to a minimum fee of $500 per quarter. Fees are negotiable based on anticipated future additional assets, dollar amount, related accounts, and other criteria.
Fee Estimator
Location
303 Congressional Blvd, Suite 200, Carmel, IN, 46032
Get directionsHistory
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 →Other Business ActivitiesSells Insurance
Riley is an independent life and health insurance agent for various independent insurance companies since January 2022. This activity is investment-related.
Employment History
Current Registrations
Phillips Financial
Previous Registrations
Vestia Personal Wealth Advisors
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
More Advisors
- John Wortman, CFPValeo Financial Advisors, LLC
- Nicholas Weyhmueller, CFPValeo Financial Advisors, LLC
- Gregory Smith, CFPCapital Client Group, INC.
- Nicholas Fohrer, CFPValeo Financial Advisors, LLC
- Xavier Williams, CFPCharles Schwab & CO., INC.
- Peter Royeca, CFPValeo Financial Advisors, LLC