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).
Total Assets Under Management11MILLION
Total Number of Accounts46ACCOUNTS
Average Account Value$243,478
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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.