Rebecca Meats is a PFS-designated registered investment advisor at Apforia, based in La Center, WA, with 7 years of industry experience. Rebecca operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 385 clients with $100M 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 | 2.00% |
Annual advisory fee ranges from 0.25% to 2.00% based on the market value of assets under management. Fees are not negotiable, but individual advisors reserve the right to discount posted fees on a case-by-case basis.
Fee Estimator
Location
La Center, WA
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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.
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Rebecca owns Rebecca E Meats CPA, LLC, where she prepares tax returns and provides tax planning assistance, dedicating about a quarter of her time. She is also an investment advisor representative, principal, and CCO of REM Financial Planning, LLC.
Employment History
Current Registrations
Apforia
Previous Registrations
Independent Progressive Advisors, LLC
Warga Asset Management
Rem 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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