Rachael Smith is a ChFC-designated registered investment advisor at Toprac Financial LLC, based in Cypress, TX. Rachael 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 2 more. Their firm serves 5 clients.
Compensation
Firm Size
IM Fee
Fee Structure
TopRac Financial offers financial planning services for a fee based on their hourly rate of $210. You may request additional services after delivery of the initial financial plan, such as implementation assistance, annual reviews, assistance with tax planning, or ad hoc questions. These services are also provided at the hourly rate, billed monthly in arrears.
Location
Cypress, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Toprac Financial LLC
State Registrations1 state
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