REA Financial

Overview

REA Financial is a newly formed corporate advisory and insurance brokerage enterprise that registered with the SEC in 2026. It is owned by an individual and describes itself as a capital allocator that combines insurance broking with advisory services focused on financial planning, portfolio management for individuals and small businesses, and the selection of other investment advisers. The firm charges both a percentage-of-assets fee and fixed fees. The firm does not identify itself as a multi-state adviser, is not an active ESG investor, and does not position itself as a pension consultant or related adviser. It lists an industry affiliation with an insurance company, which aligns with its brokerage activity and the inclusion of annuities among the investment types it uses.

Assets & Accounts

Investments & Alternatives