Firm
Red Reef Advisors
Boca Raton, Florida
Fee-only
Red Reef Advisors at a glance
- One of 570 fee-only firms based in Florida in the Wellspent graph.
- 3 advisors are listed here; 2 of 3 hold the CFP.
- Its Form ADV reports 3 employees and 87 individual clients, 43 of them high net worth.
- Its average account is about $418,000 (assets it manages divided by its 323 accounts).
Fee-only advisors in Florida · What fee-only advisors charge in Florida
Facts
| Based in | Boca Raton, Florida |
|---|---|
| Website | redreefadvisors.com |
| [email protected] | |
| Phone | (561) 400-3285 |
Red Reef Advisors fees
Red Reef Advisors doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $135 million |
| Individual clients | 44 |
| High-net-worth clients | 43 |
| Accounts managed | 323 |
| Employees | 3 |
| Planning clients | 26-50 |
| Registered with | The SEC (801-132745) |
| Financial planning | Offered |
| Form ADV filed | July 16, 2026 |
| SEC record | CRD 174748 |