Juan Carlos Peralta
Roof Eidam Maycock Peralta · San Francisco, California
Juan Carlos Peralta is a fee-only financial advisor at Roof Eidam Maycock Peralta in San Francisco, California, who holds the CFP credential. Juan Carlos focuses on retirement planning, estate & legacy planning and tax planning. Roof Eidam Maycock Peralta reports charging a percentage of assets on its Form ADV.
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Specialties
Facts
| Firm | Roof Eidam Maycock Peralta |
|---|---|
| Based in | San Francisco, California |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $804.9M across 1,011 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 2231573 |
| Exams passed | Series 63 (1996) |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | www.rempadvisors.com |
How Juan Carlos's firm compares
- Roof Eidam Maycock Peralta's average account is about $796,000, from its Form ADV (assets managed divided by 1,011 accounts).
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Questions about Juan Carlos
Is Juan Carlos Peralta a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Juan Carlos holds no broker registration, and Roof Eidam Maycock Peralta reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Juan Carlos charge for financial advice?
Juan Carlos's firm, Roof Eidam Maycock Peralta, reports charging a percentage of assets on its SEC Form ADV.
Where is Juan Carlos Peralta based?
Juan Carlos Peralta is based in San Francisco, California.
What does Juan Carlos specialize in?
Juan Carlos's specialties include retirement planning, estate & legacy planning and tax planning.
What credentials does Juan Carlos Peralta hold?
Juan Carlos Peralta holds the CFP credential.
Is Juan Carlos Peralta registered with the SEC?
Yes. Juan Carlos Peralta is registered as an investment adviser representative in CA (CRD 2231573), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Roof Eidam Maycock Peralta manage?
Roof Eidam Maycock Peralta reports $804.9M across 1,011 accounts in assets under management.
How do I contact Juan Carlos Peralta?
Through Juan Carlos's website, www.rempadvisors.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
- Roof Eidam Maycock Peralta 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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