REA Financial

Overview

REA Financial is an independently owned registered investment adviser that positions itself as a fee-based wealth manager for individuals and families. The firm is SEC-registered (registered in 2026) and is structured as a corporation with individual ownership. REA Financial offers financial planning, portfolio management for individuals and small businesses, and the selection of third-party advisers, and it identifies itself as a capital allocator. The business charges on a percentage-of-assets basis, does not market itself as an ESG investor, and is described as a newly formed adviser with an insurance-company industry affiliation.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices