Rebecca Meats is a PFS-designated registered investment advisor at Apforia, based in La Center, WA, with 6 years of industry experience. Rebecca operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. 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
APFORIA's Tenant Firms/IARs offer investment management services based on a percentage of your portfolio. The annual fee ranges from 0.25% to 2.00% of the value of your investments. The fee is billed either monthly or quarterly. Some Tenant Firms/IARs may determine your fee for investment management as a flat annual fee based on factors other than a percentage of your assets under management. If your investment advisor representative is using an Outside Manager, the above fee schedules (Asset Under Management/Flat Annual Fee for Investment Management) do not include the Outside Manager’s fee.
Location
La Center, WA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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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.