George Rariden
Rariden Investment Advisors · Oviedo, Florida
George Rariden is a fee-only financial advisor at Rariden Investment Advisors in Oviedo, Florida, who holds the ChFC credential. Rariden Investment Advisors reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Rariden Investment Advisors |
|---|---|
| Based in | Oviedo, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $14.6M across 97 accounts |
| Credentials | ChFC |
| SEC registration | Investment adviser representative in FL · CRD 1466772 |
| Exams passed | Series 63 (2004) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.planningoffices.com |
How George's firm compares
- Rariden Investment Advisors's average account is about $150,000, from its Form ADV (assets managed divided by 97 accounts).
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Questions about George
Is George Rariden a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: George holds no broker registration, and Rariden Investment Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does George charge for financial advice?
George's firm, Rariden Investment Advisors, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is George Rariden based?
George Rariden is based in Oviedo, Florida.
What credentials does George Rariden hold?
George Rariden holds the ChFC credential.
Is George Rariden registered with the SEC?
Yes. George Rariden is registered as an investment adviser representative in FL (CRD 1466772), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Rariden Investment Advisors manage?
Rariden Investment Advisors reports $14.6M across 97 accounts in assets under management.
How do I contact George Rariden?
Through George's website, www.planningoffices.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
- 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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