Richard Reyes, CFP

Wealth and Business Planning Group, LLC

125 S. Swoope Ave
Suite 109

Maitland, FL 32751
(407) 6226669

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

I work with the following types of clients

Businesses, Individual Investors

Foreign Languages Serviced

English and Spanish

Services

Investment Types

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

I can meet clients in the following ways

At my office, Via phone, Via email

Compliance

Registered Investment Advisor

Yes

Registered Representative

Investment Advisor Representative

Yes

I am an acknowledged fiduciary

Yes

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

Insurance License (Life & Health; Long Term Care; Specify below), CERTIFIED FINANCIAL PLANNER™ Certificant

Securities Licenses

Series 65, Series 63, Series 6

Insurance and Annuity Licenses

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

Financial Organization Memberships

Financial Planning Association (FPA)

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

100000

Compensation Methods

Hourly

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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