Bereket Kelile
Bereket Kelile is a registered investment advisor at Rehoboth Financial Planning, INC., based in Rancho Cordova, CA, with 5 years of industry experience. Bereket 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, Insurance Planning, and 3 more. Their firm serves 136 clients with $16M 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 $1.0M | 1.50% |
| $1M+ | 1.00% |
Fees are negotiable.
Fee Estimator
Location
10940 White Rock Rd,, Suite 210, Rancho Cordova, CA, 95670
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
Bereket is involved in several outside business activities, including financial coaching, serving as an advisory representative of an RIA, and owning businesses related to insurance/benefits/human resources, life coaching, and estate planning documents. These activities take up a significant amount of Bereket's time, with the advisory representative role taking about half of his time.
Employment History
Current Registrations
Rehoboth Financial Planning, INC.
Previous Registrations
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
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.