# Caleb Rich

> Caleb Rich is a fee-only financial advisor at PracticeCFO in Swansboro, North Carolina. Caleb focuses on physicians & residents, small business owners and tax planning. PracticeCFO reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/caleb-rich/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** PracticeCFO
- **Based in:** Swansboro, North Carolina
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $401.6M across 1,078 accounts
- **Specialties:** Physicians & residents, Small business owners, Tax planning, Retirement planning
- **Works with:** Physicians
- **CRD:** 8196187 (https://adviserinfo.sec.gov/individual/summary/8196187)
- **SEC registration:** Investment adviser representative in CA, NC
- **Exams passed:** Series 65 (2026)
- **Firm size:** 32 employees
- **Disclosures:** None reported
- **Website:** https://www.practicecfo.com/

## Frequently asked questions

### Is Caleb Rich a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Caleb holds no broker registration, and PracticeCFO reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Caleb charge for financial advice?

Caleb's firm, PracticeCFO, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Caleb Rich based?

Caleb Rich is based in Swansboro, North Carolina.

### What does Caleb specialize in?

Caleb's specialties include physicians & residents, small business owners, tax planning and retirement planning. Caleb works with physicians.

### Is Caleb Rich registered with the SEC?

Yes. Caleb Rich is registered as an investment adviser representative in CA and NC (CRD 8196187), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does PracticeCFO manage?

PracticeCFO reports $401.6M across 1,078 accounts in assets under management.

### How do I contact Caleb Rich?

Through Caleb's website, www.practicecfo.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/8196187): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://practicecfo.com/): specialties, clients served, and fees, checked October 30, 2026

---

Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.