Rachel O'Leary
Wealth Care · Merritt Island, Florida
Rachel O'Leary is a fee-only financial advisor at Wealth Care in Merritt Island, Florida. Rachel focuses on physicians & residents. Wealth Care reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Rachel →
Specialties
Who they serve
- Physicians
Facts
| Firm | Wealth Care |
|---|---|
| Based in | Merritt Island, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $668.6M across 821 accounts |
| SEC registration | Investment adviser representative in TX · CRD 6271878 |
| Exams passed | Series 65 (2013) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.wealthcarellc.com |
Request an introduction to Rachel
Tell Rachel a little about what you're looking for. Rachel 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 Rachel
Is Rachel O'Leary a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Rachel holds no broker registration, and Wealth Care reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Rachel charge for financial advice?
Rachel's firm, Wealth Care, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Rachel O'Leary based?
Rachel O'Leary is based in Merritt Island, Florida.
What does Rachel specialize in?
Rachel's specialties include physicians & residents. Rachel works with physicians.
Is Rachel O'Leary registered with the SEC?
Yes. Rachel O'Leary is registered as an investment adviser representative in TX (CRD 6271878), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Wealth Care manage?
Wealth Care reports $668.6M across 821 accounts in assets under management.
How do I contact Rachel O'Leary?
Through Rachel's website, www.wealthcarellc.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
- Wealth Care 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.