Wealth & Business Planning Group, LLC

Wealth & Business Planning Group, LLC (CRD# 146151) is a financial advisory firm headquartered in Maitland, FL. They manage $11,200,000 in 46 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    11
    MILLION
  • Total Number of Accounts
    46
    ACCOUNTS
  • Average Account Value
    $243,478
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL

Financial Advisors at Wealth & Business Planning Group, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Richard E. Reyes
CRD#: 3084281
125 S Swoope Ave, Suite 109, Maitland, FL 32751
96
Wealthminder
score

Richard Reyes (CRD# 3084281) is an Investment Advisor Representative working at Wealth & Business Planning Group, LLC in Maitland, FL and has over 10 years of experience in the finance industry. Richard Reyes has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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