Rebecca Whites
Real Wealth Planning · Austin, Texas
Rebecca Whites is a fee-only financial advisor at Real Wealth Planning in Austin, Texas. Real Wealth Planning reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Real Wealth Planning |
|---|---|
| Based in | Austin, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $37.2M across 337 accounts |
| SEC registration | Investment adviser representative in TX · CRD 6710692 |
| Exams passed | Series 66 (2017) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | realwealthplanning.com |
How Rebecca's firm compares
- Real Wealth Planning's average account is about $110,000, from its Form ADV (assets managed divided by 337 accounts).
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Questions about Rebecca
Is Rebecca Whites a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Rebecca holds no broker registration, and Real Wealth Planning 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, Real Wealth Planning, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Rebecca Whites based?
Rebecca Whites is based in Austin, Texas.
Is Rebecca Whites registered with the SEC?
Yes. Rebecca Whites is registered as an investment adviser representative in TX (CRD 6710692), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Real Wealth Planning manage?
Real Wealth Planning reports $37.2M across 337 accounts in assets under management.
How do I contact Rebecca Whites?
Through Rebecca's website, realwealthplanning.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Austin
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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