Rebekah Eason is a CFP-designated registered investment advisor at Rooted Planning Group, based in Corning, NY, with 7 years of industry experience. Rebekah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Millennials & Gen Z, and 1 more. Their firm serves 229 clients with $160M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
If you choose to have Rooted Planning Group manage your investments as part of their comprehensive financial planning service, you'll pay an annual fixed fee, billed quarterly or monthly in advance. The fee starts at $6,000 per year, but may be higher depending on the complexity of your situation. This fee may be negotiable. The fee automatically increases by 3% each year on January 1st, but RPG may adjust this increase.
Contact
Rebekah Eason
Location
10 East Market Street, Corning, NY, 14830
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Rebekah runs a craft business called She Shed Creations, selling items like mugs and wreaths, dedicating about 10-20% of her time. She also volunteers for Advisors Give Back, a pro-bono financial helpline, spending minimal time on this activity.
Employment History
Current Registrations
Rooted Planning Group
Previous Registrations
Rooted Planning Group
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.