Michael Meara

Rbf Wealth Advisors

31 Years of Experience

1 Disclosure

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & Coaching

Rbf Wealth Advisors

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

11 advisors

Number of Clients

1,120 clients

Average Client Portfolio

$578K average

Assets Under Management

$647.7M

Fee Structure

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $250K	2.75%
$250K - $750K	2.25%
$750K - $2.0M	1.75%
$2M+	1.50%

Advisory fees may be discounted depending on the type of service provided, account size, and investment objectives.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Location

680 Craig Road, Suite 201, St. Louis, MO, 63141

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History

Regulatory History (1)

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Financial

December 2016

Final

View Full SEC Report How to Read Disclosures

Other Business Activities

Michael owns Miguel 2016 LLC, a non-investment related legal entity established for personal tax/accounting purposes.

Employment History

Current Registrations

Rbf Wealth Advisors

February 2023 - Present · 3 yrs

Previous Registrations

Securian Financial Services, INC.

July 2021 - January 2023 · 1 yr 6 mos

Securian Financial Services, INC.Broker

May 2021 - January 2023 · 1 yr 8 mos

Nexus Wealth Advisors, LLC

March 2014 - March 2017 · 3 yrs

Pacific Mountain Advisors, INC.

January 2010 - December 2015 · 5 yrs 11 mos

Pacific Mountain Advisors, INC.

June 2001 - December 2005 · 4 yrs 6 mos

Ascend Financial Services, INC.Broker

March 1995 - February 2000 · 4 yrs 11 mos

Cutter and Company Brokerage, INC.Broker

April 1992 - March 1995 · 2 yrs 11 mos

Walnut Street Securities, INC.Broker

August 1989 - April 1992 · 2 yrs 8 mos

Sma Equities, INC.Broker

January 1987 - September 1989 · 2 yrs 8 mos

Ids Marketing CorporationBroker

November 1984 - November 1986 · 2 yrs

Ids Financial Services INC.Broker

November 1984 - November 1986 · 2 yrs

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.