R
Rea Financial
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 3 employees
Firm type
Supported
1-4 advisors or >$200M in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Rea Financial provides investment advisory and financial planning services to individuals, including high‑net‑worth clients. The firm offers portfolio management of custodial accounts across stocks, bonds, mutual funds, ETFs, variable annuities, REITs and options, together with one‑time and ongoing financial planning and consulting covering topics such as retirement, tax strategies, insurance, cash‑flow and estate planning.
The firm’s investment work is founded on a mix of fundamental and technical analysis and modern portfolio theory, and it employs long‑ and short‑term, income, and hedging strategies tailored to each client’s risk profile and objectives. Rea Financial may manage accounts on a discretionary basis, conducts periodic reviews and reporting, and can use a third‑party turnkey asset management platform (Triad Wealth Partners) and independent model managers to implement client portfolios.
Noteworthy aspects disclosed in the brochure include that certain associated persons are licensed insurance agents and may receive commissions on insurance product sales, a conflict the firm describes and allows clients to avoid by using other agents; the firm also states it may, in certain circumstances, charge flat (fixed) fees rather than solely asset‑based fees. The brochure further notes that Rea Financial is newly registered, currently reports no assets under management, relies on third‑party manager/platform relationships for some solutions, and does not act as a private fund adviser.
Client services
Financial planning
Portfolio management
Selection of other advisers
Solicitor
Expertise
Charitable giving & philanthropy
Retirement plans for business owners (SEP, solo 401k)
Options & derivatives strategies
Real estate investing
Cash flow / budgeting
Fee options
Flat fees may be billed in certain circumstances, disclosed at agreement signing.
$0 - $500,000: 1.5% $500,001 - $1,000,000: 1.35% $1,000,001 - $2,000,000: 1.2% $2,000,001 - $3,000,000: 1% $3,000,001 - $5,000,000: 0.85% $5,000,001+: 0.75%
Main office location
Rea Financial
7680 Universal Blvd, Suite 620
Orlando FL 34747, United States
Number of offices
1
Most active in
Rea Financial has reported serving >5 clients in these states in the last 12 months.
Florida · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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