Rewealth
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
REWealth provides investment management, ongoing and project-based financial planning, and employee benefit plan consulting to individuals, high-net-worth clients, and employer plan sponsors. The firm also offers targeted engagements such as a rental portfolio checkup and operates a wrap fee program described in its disclosure materials.
The firm primarily relies on passive portfolios informed by modern portfolio theory while incorporating fundamental and tactical analysis when appropriate, and it conducts portfolio reviews at least quarterly. Financial planning is delivered through comprehensive annual plans, a lower-complexity ongoing wellness program, project work, and hourly engagements, and the adviser may use third-party platforms to monitor held-away assets.
Noteworthy features that distinguish REWealth from many peers include sponsoring a wrap fee program, providing educational seminars and paid speaking engagements, and offering pension/employee benefit plan advisory services. The firm also maintains a specialized focus on rental real-estate planning with a complexity-based engagement model and publishes a planning tool used by other advisors, indicating business activities beyond standard client advisory work.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Project-Based Financial Planning fixed fee ranges between $500 and $5,000; Estate Planning fixed fee ranges from $500 to $3,000; Rental Portfolio Checkup fixed fee ranges between $1,500 and $20,000
$0 - $500,000: 1.00% $500,001 - $2,000,000: 0.70% $2,000,001 - $5,000,000: 0.50% $5,000,001+: 0.30%
$200 per hour
Ongoing Comprehensive Financial Planning annual fee commonly between $5,000 and $15,000 per year, paid quarterly or monthly plus an upfront fee equivalent to one quarter's fee; Ongoing Financial Wellness Program annual fee ranges between $2,500 and $5,000, paid monthly or quarterly plus an upfront fee equivalent to one quarter's fee
Main office
Sinking Spring PA
Advisors at this office
1
Most active in
Pennsylvania · Texas
Also doing business as
Rewealth · Rewealth Financial Planning · Rewealth Financial Planning, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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
Quick links
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