Wealth & Business Planning Group, LLC

Wealth & Business Planning Group, LLC (CRD# 146151) is a financial advisory firm headquartered in Maitland, FL. They manage $2,778,932 in 20 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
125 S. Swoope Ave, Suite 109, Maitland, FL 32751
http://www.thefinancialqb.com
By the Numbers
  • Total Assets Under Management
    3
    MILLION
  • Total Number of Accounts
    20
    ACCOUNTS
  • Average Account Value
    $138,947
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
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 Reyes, financial advisor Maitland FL
Richard E. Reyes
CRD#: 3084281
125 S. Swoope Ave, Suite 109, Maitland, FL 32751

Richard Reyes (CRD# 3084281) is an Investment Advisor Representative working at Wealth & Business Planning Group, LLC in Maitland, FL and has over 18 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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