Reema Patel
Councilor · Bethesda, Maryland
Reema Patel is a fee-only financial advisor at Councilor in Bethesda, Maryland, who holds the CFP credential. Reema focuses on tax planning, estate & legacy planning and divorce financial planning. Councilor reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Founders
Facts
| Firm | Councilor |
|---|---|
| Based in | Bethesda, Maryland |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $316.9M across 395 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MD, NJ · CRD 7888413 |
| Firm size | 13 employees |
| Disclosures | None reported |
| Website | www.cbmcpa.com |
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Questions about Reema
Is Reema Patel a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Reema holds no broker registration, and Councilor reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Reema charge for financial advice?
Reema's firm, Councilor, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Reema Patel based?
Reema Patel is based in Bethesda, Maryland.
What does Reema specialize in?
Reema's specialties include tax planning, estate & legacy planning, divorce financial planning and small business owners. Reema works with founders.
What credentials does Reema Patel hold?
Reema Patel holds the CFP credential.
Is Reema Patel registered with the SEC?
Yes. Reema Patel is registered as an investment adviser representative in MD and NJ (CRD 7888413), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Councilor manage?
Councilor reports $316.9M across 395 accounts in assets under management.
How do I contact Reema Patel?
Through Reema's website, www.cbmcpa.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
- Councilor 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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