Richard Reyes

Wealth and Business Planning Group, LLC

125 S. Swoope Ave
Suite 109

Maitland, FL 32751

407-622-6669

The Financial Quarterback (TM)

About Wealth and Business Planning Group, LLC

Richard E. Reyes, CFP, The Financial Quarterback(TM) provides sleep well at night solutions for retired and near-retired individuals through comprehensive retirement plans customized to each client's needs. It's not only about retiring, but more importantly about formulating a plan to stay retired.

General Information

Firm Start Year

1998

No.of Employees

2-4

CRD#

3084281

Firm CRD#

146151

Insurance License#

A304221

States Licensed in

Years of Experience in Financial Services

Number of Years with Current Firm

Work with the following types of clients

Businesses, Individual Investors

Foreign Languages Serviced

English and Spanish

Advisory Services Provided

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Financial Advice & Consulting, Risk Management, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Investment Advice & Management, Insurance Products & Annuities, Money Management

Services

Investment Types

Real Estate, Mutual Funds, Bonds, Stocks, Annuities, Insurance, Commodities, Exchange Traded Funds (ETFs), Alternative Investments

Can meet clients in the following ways

Via Phone, Our Office, Via Email

Compliance

Registered Investment Advisor

Yes

Investment Advisor Representative

Yes

Acknowledged fiduciary

Yes

Compliance Disclosures in Last 5 years

Have a clean record

Criminal Disclosures in Last 5 years

Have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP^®

Securities Licenses

Series 65, Series 6, Series 63

Insurance and Annuity Licenses

Variable Annuity, Long Term Care, Annuity, Health, Life, Variable Life, Disability

Financial Organization Memberships

Financial Planning Association (FPA)

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

100000

Compensation Methods

Flat Fee

Additional Details on Charges

We are paid only for as long as you wish to retain our services, so we strive to demonstrate our value each and every day.

We bring the best possible solution for the client. We are not transaction-oriented, commission-driven or tied to any one product or company.

Education

BS -

Univeristy of Florida
-

Certfiied Financial Planner -

University of Central Florida
-

Disclosures

http://www.thefinancialqb.com

Disclaimer

Wealth and Business Planning Group, LLC is a Registered Investment Advisor which offers Fee Planning and Asset Management.

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