# Rachael Levine

> Rachael Levine is a fee-only financial advisor at Peltoma Capital Partners in Austin, Texas, who holds the CFP credential. Rachael charges a flat fee or retainer, a percentage of assets, an ongoing planning fee, hourly fees and a one-time planning fee (ongoing planning from $8,000 a year and $500 an hour) and focuses on equity compensation, tax planning and estate & legacy planning.

Page: https://find.wellspent.co/advisors/rachael-levine/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Peltoma Capital Partners
- **Based in:** Austin, Texas
- **Fee model:** Flat fee or retainer; Percentage of assets; Ongoing planning fee; Hourly; One-time planning fee
- **Fees (firm's website):** ongoing planning from $8,000 a year; $500 an hour; no asset minimum
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $211.2M across 79 accounts
- **Credentials:** CFP
- **Specialties:** Equity compensation, Tax planning, Estate & legacy planning, Real estate investors, Retirement with concentrated positions
- **Works with:** High earners, Tech employees, Founders
- **CRD:** 6201628 (https://adviserinfo.sec.gov/individual/summary/6201628)
- **SEC registration:** Investment adviser representative in TX
- **Exams passed:** Series 66 (2016)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** http://peltomacapital.com

## Frequently asked questions

### Is Rachael Levine a fee-only financial advisor?

Yes. Rachael Levine is listed in 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 Rachael's firm.

### How does Rachael charge for financial advice?

Rachael charges a flat fee or retainer, a percentage of assets, an ongoing planning fee, hourly fees and a one-time planning fee.

### How much does Rachael charge?

According to Peltoma Capital Partners's website, checked October 28, 2026: ongoing planning from $8,000 a year; $500 an hour; no asset minimum.

### Where is Rachael Levine based?

Rachael Levine is based in Austin, Texas.

### What does Rachael specialize in?

Rachael's specialties include equity compensation, tax planning, estate & legacy planning, real estate investors and retirement with concentrated positions. Rachael works with high earners, tech employees and founders.

### What credentials does Rachael Levine hold?

Rachael Levine holds the CFP credential.

### Is Rachael Levine registered with the SEC?

Yes. Rachael Levine is registered as an investment adviser representative in TX (CRD 6201628), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Peltoma Capital Partners manage?

Peltoma Capital Partners reports $211.2M across 79 accounts in assets under management.

### How do I contact Rachael Levine?

Through Rachael's website, peltomacapital.com.

## Sources

- XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/rubin-miller-11460): XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.peltomacapital.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.