Richard Rebori
AtwoB. · Katonah, New York
Richard Rebori is a fee-only financial advisor at AtwoB. in Katonah, New York, who holds the CFA credential. Richard focuses on tax planning and retirement planning. AtwoB. reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | AtwoB. |
|---|---|
| Based in | Katonah, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $113.9M across 275 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in NY, TX · CRD 4707220 |
| Exams passed | Series 66 (2004) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.today2b.com |
How Richard's firm compares
- AtwoB.'s average account is about $414,000, from its Form ADV (assets managed divided by 275 accounts).
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Questions about Richard
Is Richard Rebori a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Richard holds no broker registration, and AtwoB. reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Richard charge for financial advice?
Richard's firm, AtwoB., reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Richard Rebori based?
Richard Rebori is based in Katonah, New York.
What does Richard specialize in?
Richard's specialties include tax planning and retirement planning.
What credentials does Richard Rebori hold?
Richard Rebori holds the CFA credential.
Is Richard Rebori registered with the SEC?
Yes. Richard Rebori is registered as an investment adviser representative in NY and TX (CRD 4707220), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does AtwoB. manage?
AtwoB. reports $113.9M across 275 accounts in assets under management.
How do I contact Richard Rebori?
Through Richard's website, www.today2b.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
- AtwoB. 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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