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Rehoboth Financial Planning, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$15,791,613
Clients
136
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
136
Very HighAverage account size
$116,115
About
Rehoboth Financial Planning, Inc. provides portfolio management and financial planning services primarily to individual clients. The firm offers discretionary management with an Investment Policy Statement for each client and advises broadly on mutual funds, equities, ETFs, fixed income and insurance products, including annuities.
The firm’s investment process combines fundamental analysis with a long‑term trading orientation and tailors model allocations to each client’s goals, time horizon and documented risk tolerance. Accounts are monitored on an ongoing basis, with reporting delivered through the chosen custodian and the firm often operating under discretionary authority for trade execution.
Distinctive for an independent, single‑advisor practice, the firm’s principal is a licensed insurance agent and the brochure discloses that supervised persons may receive commissions for insurance and annuity sales; the firm documents and discloses these conflicts and notes clients may obtain recommended products from other providers. The firm also requires clients to use a specific custodian (Altruist Financial LLC) and discloses that its representative(s) provide ancillary tax‑preparation services, each of which the firm says it manages through disclosure and review procedures.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
Annuities
Fee options
Fixed financial planning fees negotiated between $2,500 and $10,000.
$0 - $1,000,000: 1.50% $1,000,001+: 1.00%
Main office location
Rehoboth Financial Planning, Inc.
10940 White Rock Rd,, Suite 210
Rancho Cordova CA 95670, United States
Number of offices
1
Most active in
Rehoboth Financial Planning, Inc. has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
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 active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
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.
Forms ADV
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