Joel Rabanal
Persium Group · Atlanta, Georgia
Joel Rabanal is a fee-only financial advisor at Persium Group in Atlanta, Georgia. Joel focuses on founders (pre-exit) and small business owners. Persium Group reports charging a percentage of assets and fixed fees on its Form ADV.
Request an introduction to Joel →
Specialties
Who they serve
- Founders
Facts
| Firm | Persium Group |
|---|---|
| Based in | Atlanta, Georgia |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $583.6M across 484 accounts |
| SEC registration | Investment adviser representative in GA · CRD 7005993 |
| Exams passed | Series 65 (2018) |
| Firm size | 13 employees |
| Disclosures | None reported |
| Website | www.persiumgroup.com |
How Joel's firm compares
- Persium Group's average account is about $1.2 million, from its Form ADV (assets managed divided by 484 accounts).
Request an introduction to Joel
Tell Joel a little about what you're looking for. Joel 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 Joel
Is Joel Rabanal a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Joel holds no broker registration, and Persium Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Joel charge for financial advice?
Joel's firm, Persium Group, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Joel Rabanal based?
Joel Rabanal is based in Atlanta, Georgia.
What does Joel specialize in?
Joel's specialties include founders (pre-exit) and small business owners. Joel works with founders.
Is Joel Rabanal registered with the SEC?
Yes. Joel Rabanal is registered as an investment adviser representative in GA (CRD 7005993), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Persium Group manage?
Persium Group reports $583.6M across 484 accounts in assets under management.
How do I contact Joel Rabanal?
Through Joel's website, www.persiumgroup.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
- Persium Group 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.
See something wrong? Request a correction. Read our methodology.