Reiber Wealth
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$20,861,909
Total clients
35
40% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
35
Average account size
$596,055
About
Reiber Wealth serves individual clients (including high-net-worth individuals) and advises employer-sponsored retirement plans, providing tailored investment management and written financial planning. Its services cover retirement, estate, tax-aware investment analysis, college savings, insurance reviews, and business planning support.
The firm follows a goals-based buy, hold, and rebalance approach grounded in Modern Portfolio Theory, emphasizing strategic asset allocation, low-cost funds, minimal turnover, and long-term tax efficiency. Accounts are managed with discretionary authority consistent with clients’ risk tolerance and time horizon, and the firm uses a national custodian to execute trades and provide custody and reporting.
What is distinctive is the firm’s affiliation with an accounting firm—Reiber CPA, LLC is the principal owner—and the principal’s combined CPA, CFP, and PFS credentials, which the brochure indicates are applied to integrate tax and accounting considerations into planning. The firm also provides employee benefit plan and pension consulting and business-planning services for owners, offerings that are less common among independent advisers of this type.
Client services
Financial planning
Portfolio management
Pension consulting
Expertise
Business sale tax planning
College savings (529s, UTMA, etc.)
General estate planning guidance
Retirement income strategy
Fee options
$0 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.75% $3,000,001 - $5,000,000: 0.50% $5,000,001 - $10,000,000: 0.35% $10,000,001+: 0.10%
Account minimum: $100,000 Fee-only: Fees are only asset-based; no commissions or performance-based fees.
Main office location
Reiber Wealth
Canton MS, United States
Number of offices
1
Most active in
Reiber Wealth has reported serving >5 clients in these states in the last 12 months.
Louisiana · Mississippi · Texas
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:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
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.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")