Rachel O'leary
Advisor at Wealth Care LLC
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Rachel O'Leary is a financial advisor at Wealth Care LLC with 12 years of industry experience. She holds a Series 65 designation and is a licensed attorney in Florida, currently on inactive status. Wealth Care LLC provides personalized financial planning and discretionary investment management to individuals, trusts, estates, pension and profit-sharing plans, and small businesses. The firm uses a strategic asset allocation with a core-and-satellite approach, combining passive index and ETF exposures with selective active funds, and manages over $575 million with a small advisory team.
Expertise
Based on Wealth Care LLC
General retirement planning
General tax planning
Wealth management
Passive / index investing
Active portfolio management
Fee options
Fixed fees for financial planning based on complexity and scope
$0 - $1,000,000: 1% per year $1,000,001 - $3,000,000: 0.5% per year $3,000,001+: 0.25% per year
Minimum fee: $7,500 minimum annual fee Fee-only: Fee-only financial planning and investment management; no commissions or other compensation accepted
Location
Merritt Island, FL
Most active in
Rachel O has reported serving >5 clients in these states in the last 12 months.
Florida · Texas
Work history
Wealth Care LLC
2025 - Present (1 year)
Wealth Care LLC
2021 - Present (5 years)
Wealth Care LLC
2014 - 2021 (7 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Rockledge, FL
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Warren B
Series 65
Cocoa Beach, FL
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Adam R
CFP®
Rockledge, FL
Rall Capital Management, Inc.
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