Rachel Reinke is a registered investment advisor at Oath Planning, LLC, based in Round Rock, TX, with 4 years of industry experience. Rachel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 502 clients with $280M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Oath Planning's investment management fees are based on the amount of your portfolio and the service level you choose (Silver, Gold, or Platinum). The annual fee is a percentage of your portfolio. All fees are negotiable, and family accounts may be combined for fee assessment. Investment management clients receive financial planning services at no additional cost.
Here's a breakdown of the annual fees:
- Less than $500,000
- Silver: 0.98%
- Gold: 1.18%
- Platinum: 1.48%
- $500,000 to $1,000,000
- Silver: 0.98%
- Gold: 0.98%
- Platinum: 1.18%
- More than $1,000,000
- Silver: 0.98%
- Gold: 0.98%
- Platinum: 0.98%
Location
1 Chisholm Trail Road, Suite 450, Round Rock, TX, 78681
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 Activities
Rachel works as an attorney at Oath Law since August 2021, focusing on estate planning, trusts, and wills. This non-investment related activity takes about 40% of Rachel's time, mostly during securities trading hours.
Employment History
Current Registrations
Oath Planning, LLC
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.