REA Financial

RIASEC Registered

Total AUM

$54.8M

Discretionary

$42.8M

78% of AUM

Avg account

$151K

Accounts

364

Employees

Advisory reps

Firm details

Headquarters: Orlando, Florida
CRD number: 340696
Registered since: April 20, 2026
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM
Client types: Individuals59.15%
HNWI40.85%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

REA Financial is an independent, corporation-structured registered investment adviser that began SEC registration in 2026. The firm is owner-operated (individual owner) and positions itself as a fee-for-service wealth manager for individuals and families, charging clients a percentage of assets under management. Its core advisory services include financial planning, portfolio management for individuals and small businesses, and selection of third‑party advisers. REA Financial identifies as a capital allocator, which aligns with its use of external managers for certain alternative exposures. The firm is not an active ESG investor, is not multi-state, and maintains an affiliation with an insurance company.