REA FINANCIAL

Overview

REA Financial is a newly formed corporate advisory and insurance-broker entity that registered with the SEC in 2026. Ownership is held by an individual. The firm combines insurance brokerage activities with advisory services, offering financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. Its stated fee arrangements include both asset-based fees and fixed-fee engagements. The firm is identified as a capital allocator, which alongside its advisory role and the specific activity of selecting other managers suggests an operating model that may rely on third-party managers or subadvisers to implement client strategies rather than a pure in-house-only investment platform. REA Financial does not position itself as an active ESG investor, is not registered as a multistate adviser, and is not listed as a pension consultant or related adviser. It also reports an affiliation with an insurance company, consistent with its broker activities.

Assets & Accounts

Location & Offices