CRD: 146151
Wealth & Business Planning Group, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-28-2008
- Office Locations
- 1
Office Locations
About Wealth & Business Planning Group, LLC
Wealth & Business Planning Group is a boutique Florida RIA led by CFP Richard E. Reyes. The firm focuses on retired and near-retired individuals, delivering customized “stay retired” retirement plans that integrate financial planning, tax and estate planning, and insurance guidance with ongoing portfolio management. Portfolios are predominantly ETF-based, with custody commonly at Charles Schwab.
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Investment Vehicles
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Owner & Executives
RICHARD ELADIO REYES
Chief Compliance Officer, Investment Advisor, Managing Member
- CRD
- #3084281
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,958,991 | -- |
| Non-Discretionary | $0 | -- |
| Total | $5,958,991 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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