REHOBOTH FINANCIAL PLANNING, INC.

Overview

Rehoboth Financial Planning, Inc. is a small, independent registered investment adviser structured as a corporation and owned by an individual. The firm’s advisory work centers on financial planning and portfolio management for individuals, families and small businesses, using both percentage-of-AUM and fixed-fee billing. Its filings show a clear tilt toward equity investing: exchange-traded equities and ETFs are the most used asset types and the firm lists an equities preference. Rehoboth is not positioned as a capital allocator or pension consultant, it does not advertise active ESG investing, and it operates as a single-state adviser. Investment implementation appears pragmatic and retail-focused: portfolios are managed on a discretionary basis, with an emphasis on liquid, exchange-traded instruments and mutual funds supplemented by insurance products where appropriate. That mix fits a client base that generally needs straightforward plan-based portfolios, retirement income solutions and the occasional insurance-wrapped product.

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Public Holdings

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Location & Offices