Rachel Stam
River Wealth Advisors · Camp Hill, Pennsylvania
Rachel Stam is a fee-only financial advisor at River Wealth Advisors in Camp Hill, Pennsylvania. Rachel focuses on retirement planning. River Wealth Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | River Wealth Advisors |
|---|---|
| Based in | Camp Hill, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $1.47B across 2,589 accounts |
| SEC registration | Investment adviser representative in WY · CRD 7062154 |
| Firm size | 20 employees |
| Disclosures | None reported |
| Website | www.riverwealthadvisors.com |
How Rachel's firm compares
- River Wealth Advisors's average account is about $568,000, from its Form ADV (assets managed divided by 2,589 accounts).
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Questions about Rachel
Is Rachel Stam a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Rachel holds no broker registration, and River Wealth Advisors 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, River Wealth Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Rachel Stam based?
Rachel Stam is based in Camp Hill, Pennsylvania.
What does Rachel specialize in?
Rachel's specialties include retirement planning.
Is Rachel Stam registered with the SEC?
Yes. Rachel Stam is registered as an investment adviser representative in WY (CRD 7062154), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does River Wealth Advisors manage?
River Wealth Advisors reports $1.47B across 2,589 accounts in assets under management.
How do I contact Rachel Stam?
Through Rachel's website, www.riverwealthadvisors.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
- River Wealth Advisors 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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