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Featured Business Financial Advisor in Maitland, FL
Maitland Financial Advisors
Wealth and Business Planning Group, LLC
125 S. Swoope Ave, Suite 109
Maitland, FL 32751
(407) 622-6669
“The Financial Quarterback (TM)”
Advisor Profile
Richard Reyes, CFP
Name:  Richard Reyes, CFP
Phone Number:  (407) 622-6669
Website:  Visit Website
Disclosure Link:
Wealth and Business Planning Group, LLC is a Registered Investment Advisor which offers Fee Planning and Asset Management.

About Wealth and Business Planning Group, LLC

Richard E. Reyes, CFP, The Financial Quarterback(TM) provides sleep well at night solutions for retired and near-retired individuals through comprehensive retirement plans customized to each client's needs. It's not only about retiring, but more importantly about formulating a plan to stay retired.

General Information

States Willing to do Business in:    Altamonte Springs,Apopka,Astatula,Cassadaga,Casselberry,Christmas,Clermont,Debary,Deland,Deltona,Eustis,Geneva,Gotha,Kissimmee,Lake Mary,Longwood,Montverde,Mount Dora,Oakland,Ocoee,Orange City,Orlando,Osteen,Oviedo,Sanford,Sorrento,Tavares,Windermere,Winter Garden,Winter Park,Winter Springs,Zellwood
I work with the following types of clients:    Businesses, Individual Investors
Insurance License#:    A304221
Number of Years with Current Firm:    21
States Licensed in:    FL
Firm CRD#:    146151
CRD#:    3084281
Foreign Languages Serviced:    English and Spanish
Gender:    Male
Years of Experience in Financial Services:    21


Academic Background
Richard received his formal education at the University of Florida and completed the Certified Financial Planner Professional Education Program at the University of Central Florida.


I can meet clients in the following ways:    Via email, Via phone, At my office
Investment Types:    Mutual Funds, Bonds, Stocks, Annuities, Insurance, Commodities, Exchange Traded Funds (ETFs), Alternative Investments, Real Estate

Qualifications & Memberships

Financial Organization Memberships:    Financial Planning Association (FPA)
Insurance and Annuity Licenses:    Variable Life, Long Term Care, Variable Annuity, Life, Health, Annuity, Disability
Securities Licenses:    Series 6, Series 63, Series 65
Certifications, Accreditations & Designations:    Insurance License (Life & Health; Long Term Care; Specify below), CERTIFIED FINANCIAL PLANNER™ Certificant


I am an acknowledged fiduciary:    Yes
Investment Advisor Representative:    Yes
Registered Investment Advisor:    Yes
Compliance Disclosures in Last 5 years:    I have a clean record
Criminal Disclosures in Last 5 years:    I have a clean record

Compensation and Fees

Fee Structure:    Fee-Based (Fee and Commissions)
Minimum Portfolio Size for New Managed Accounts:    100000
Compensation Methods:    Based on Assets, Hourly, Flat Fee
Additional Details on Charges:    We are paid only for as long as you wish to retain our services, so we strive to demonstrate our value each and every day.

We bring the best possible solution for the client. We are not transaction-oriented, commission-driven or tied to any one product or company.

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