REHOBOTH FINANCIAL PLANNING, INC.

REHOBOTH FINANCIAL PLANNING, INC. of RANCHO CORDOVA, CA is an SEC-registered investment adviser (CRD 333840). Regulatory assets under management: $15.8M.

Registration

• CRD: 333840
• Type: Registered investment adviser
• Location: 10940 WHITE ROCK RD,, RANCHO CORDOVA, CA, 95670
• Phone: (279) 237-1433
• Latest filing: 2026-01-09
• Regulatory AUM: $15.8M
• Discretionary AUM: $15.8M
• Clients: 1
• Accounts: 212

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 333840 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search