Caleb Rich
PracticeCFO · Swansboro, North Carolina
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.
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Specialties
Who they serve
- Physicians
Facts
| Firm | PracticeCFO |
|---|---|
| Based in | Swansboro, North Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $401.6M across 1,078 accounts |
| SEC registration | Investment adviser representative in CA, NC · CRD 8196187 |
| Exams passed | Series 65 (2026) |
| Firm size | 32 employees |
| Disclosures | None reported |
| Website | www.practicecfo.com |
Request an introduction to Caleb
Tell Caleb a little about what you're looking for. Caleb isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Caleb
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- PracticeCFO website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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