Rehoboth Financial Planning, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Rehoboth Financial Planning, Inc. is an independent advisory firm that provides ongoing portfolio management and financial planning primarily for individual clients. The firm prepares individualized Investment Policy Statements, may use model allocations tailored to client needs, and manages accounts on a discretionary basis for roughly 230 clients with about $17.5 million in assets under management.
The firm’s investment approach emphasizes fundamental analysis and a long-term trading horizon, with primary recommendations in equities, ETFs, and mutual funds and occasional use of fixed income and insurance products such as annuities. Accounts are monitored regularly and reviewed at least quarterly, while financial planning services are generally delivered as a one-time plan with additional work available for a fee.
A noteworthy feature is that a supervised person at the firm is a licensed insurance agent and tax preparer, and the firm discloses it may receive commission-based compensation for insurance and annuity sales, creating a potential conflict of interest that is documented for clients. The firm also requires clients to custody assets at Altruist Financial LLC and discloses the possibility of receiving soft-dollar research or services from custodians, which it considers when selecting brokers.
Client services
Expertise
Fee options
Fixed financial planning fees between $2,500 and $10,000.
$0 - $1,000,000: 1.50% $1,000,001+: 1.00%
Main office
10940 White Rock Rd, Suite 210
Rancho Cordova CA 95670
Advisors at this office
1
Most active in
California
Also doing business as
Bereket Kelile Financial Planning · Bereket Kelile Financial Planning, Inc. · Rehoboth Financial Planning, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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