Ian Rea
Slate Peak Financial Services, LLC · Medfield, Massachusetts
Ian Rea is a fee-only financial advisor at Slate Peak Financial Services, LLC in Medfield, Massachusetts, who holds the CFA, CFP and MBA credentials. Ian charges an ongoing planning fee and a one-time planning fee (ongoing planning from $5,400 a year and one-time plans from $1,000) and focuses on retirement planning.
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Specialties
Facts
| Firm | Slate Peak Financial Services, LLC |
|---|---|
| Based in | Medfield, Massachusetts |
| Fee model | Ongoing planning fee · One-time planning fee |
| Fees (firm's website) | Ongoing planning from $5,400 a year · One-time plans from $1,000 |
| Assets under management | $23.5M across 96 accounts |
| Credentials | CFA · CFP · MBA |
| SEC registration | Investment adviser representative in MA, TX · CRD 4219607 |
| Exams passed | Series 66 (2000) · Series 63 (2007) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | slatepeakfinancial.com |
| Profile |
How Ian's firm compares
- Ongoing planning starts at $5,400 a year, in line with the Massachusetts median of $5,000 for fee-only firms that publish prices.
- A one-time plan starts at $1,000, below the Massachusetts median of $3,000 for fee-only firms that publish prices.
- Slate Peak Financial Services, LLC's average account is about $245,000, from its Form ADV (assets managed divided by 96 accounts).
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Questions about Ian
Is Ian Rea a fee-only financial advisor?
Yes. Ian Rea is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Ian's firm.
How does Ian charge for financial advice?
Ian charges an ongoing planning fee and a one-time planning fee.
How much does Ian charge?
According to Slate Peak Financial Services, LLC's website, checked October 28, 2026: ongoing planning from $5,400 a year; one-time plans from $1,000.
Where is Ian Rea based?
Ian Rea is based in Medfield, Massachusetts.
What does Ian specialize in?
Ian's specialties include retirement planning.
What credentials does Ian Rea hold?
Ian Rea holds the CFA, CFP and MBA credentials.
Is Ian Rea registered with the SEC?
Yes. Ian Rea is registered as an investment adviser representative in MA and TX (CRD 4219607), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Slate Peak Financial Services, LLC manage?
Slate Peak Financial Services, LLC reports $23.5M across 96 accounts in assets under management.
How do I contact Ian Rea?
Through Ian's website, slatepeakfinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- Slate Peak Financial Services, LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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