Rebecca Meats
Advisor at Apforia
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.
Client services
Financial planning
Portfolio management
Pension consulting
Educational seminars or workshops
Fee options
Flat annual fees for comprehensive financial planning up to $30,000 maximum; onboarding fees up to $1,200; project-based planning fees vary by Tenant Firm/IAR; educational seminars/workshops fees range from $0 to $5,000 per event or up to $1,000 per participant.
0.25% to 2.00% (tiered schedule varies by Tenant Firm/IAR)
Hourly financial planning fees up to $500 per hour or the maximum rate considered reasonable in the jurisdiction, billed in arrears.
Account minimum: The brochure indicates that Tenant Firms/IARs may require specific prerequisites to become their client, including a required minimum amount of assets to open an account, but does not specify any exact dollar amount. Therefore, account minimum is null. Fee-only: APFORIA and its Tenant Firms/IARs provide fee-only fiduciary services; no commissions are accepted.
Work history
Apforia
2024 - Present (2 years)
Independent Progressive Advisors
2022 - 2023 (1 year)
Warga Asset Management
2022 - 2022 (1 year)
REM Financial Planning LLC
2019 - Present (7 years)
Simpson and Company PC
2014 - 2020 (6 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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