Rebecca Botzet
Cahill Financial Advisors · Long Lake, Minnesota
Rebecca Botzet is a fee-only financial advisor at Cahill Financial Advisors in Long Lake, Minnesota, who holds the CFP credential. Cahill Financial Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Cahill Financial Advisors |
|---|---|
| Based in | Long Lake, Minnesota |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $1.77B across 4,083 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MN, TX · CRD 2489327 |
| Exams passed | Series 63 (2012) · Series 66 (2002) |
| Firm size | 22 employees |
| Disclosures | None reported |
| Website | cahillfa.com |
How Rebecca's firm compares
- Cahill Financial Advisors's average account is about $434,000, from its Form ADV (assets managed divided by 4,083 accounts).
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Questions about Rebecca
Is Rebecca Botzet a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Rebecca holds no broker registration, and Cahill Financial Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Rebecca charge for financial advice?
Rebecca's firm, Cahill Financial Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Rebecca Botzet based?
Rebecca Botzet is based in Long Lake, Minnesota.
What credentials does Rebecca Botzet hold?
Rebecca Botzet holds the CFP credential.
Is Rebecca Botzet registered with the SEC?
Yes. Rebecca Botzet is registered as an investment adviser representative in MN and TX (CRD 2489327), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Cahill Financial Advisors manage?
Cahill Financial Advisors reports $1.77B across 4,083 accounts in assets under management.
How do I contact Rebecca Botzet?
Through Rebecca's website, cahillfa.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Minnesota
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
- 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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