Stephen Reh
Invest With Steve · Raleigh, North Carolina
Stephen Reh is a fee-only financial advisor at Invest With Steve in Raleigh, North Carolina, who holds the CFP and CFA credentials. Stephen charges a percentage of assets (1% a year on the first tier of assets managed and a $500,000 asset minimum) and focuses on retirement planning, estate & legacy planning and tax planning.
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Specialties
Who they serve
- Executives
- Retirees
- Pre-retirees
- High earners
Facts
| Firm | Invest With Steve |
|---|---|
| Based in | Raleigh, North Carolina |
| Fee model | Percentage of assets |
| Fees (firm's website) | 1% a year on the first tier of assets managed · A $500,000 asset minimum |
| Accepting new clients | Yes |
| Assets under management | $110.5M across 200 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in CA, NC, TX · CRD 4716256 |
| Exams passed | Series 66 (2004) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.investwithsteve.com |
| Profile |
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Questions about Stephen
Is Stephen Reh a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Stephen holds no broker registration, and Invest With Steve reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Stephen charge for financial advice?
Stephen charges a percentage of assets.
How much does Stephen charge?
According to Invest With Steve's website, checked October 30, 2026: 1% a year on the first tier of assets managed; a $500,000 asset minimum.
Where is Stephen Reh based?
Stephen Reh is based in Raleigh, North Carolina.
What does Stephen specialize in?
Stephen's specialties include retirement planning, estate & legacy planning, tax planning and small business owners. Stephen works with executives, retirees, pre-retirees and high earners.
What credentials does Stephen Reh hold?
Stephen Reh holds the CFP and CFA credentials.
Is Stephen Reh registered with the SEC?
Yes. Stephen Reh is registered as an investment adviser representative in CA, NC and TX (CRD 4716256), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Invest With Steve manage?
Invest With Steve reports $110.5M across 200 accounts in assets under management.
How do I contact Stephen Reh?
Through Stephen's website, www.investwithsteve.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
- Invest With Steve 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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