wiseradvisor

Reilly Financial Advisors

Tel: 619-698-0794
7777 Alvarado Road
Suite 116
La Mesa, CA 91942

We help clients define and achieve their individual financial goals.

Reilly Financial Advisors | Financial Advisor in La Mesa ,CA

About Reilly Financial Advisors

Reilly Financial Advisors, founded in 1999 and headquartered in the San Diego area, serves clients in the United States and more than a dozen countries worldwide. We are a fee-only registered investment advisor aimed at helping clients define and achieve their individual financial goals. As an independent advisor, we are able to provide clients with the highest level of fiduciary services, making investment decisions based solely on their best interests. At Reilly Financial Advisors, we want to serve as our clients' trusted financial partner for the long term, and as such aim to be their first point of contact for every one of their financial needs. This earnest desire to be supportive of our clients' entire financial lives (not just the part earning us money) is one of the many ways in which we stand out from our competitors. Our educated staff is composed of several master's degree recipients as well as CFA, CPA, CFP®, APMA®, CRPS®, AIF®, and RICP® professionals, and our clients benefit from the specialized knowledge these designations impart. For more information on our firm and the services we provide, please visit us at www.rfadvisors.com.


General Information

Firm Start Year:   1999
No.of Employees:   20-49
Gender:   Male
Name of Custodial Firm:   Charles Schwab
I work with the following types of clients:   Businesses, Individual Investors, Non-Profit Organizations, Investment Clubs


Services

Investment Types:   Stocks, Bonds, Alternative Investments, Exchange Traded Funds (ETFs)
I can meet clients in the following ways:   Via Email, Via Phone, At my office, At your home, Video Conference, Our Offices, At your office


Firm Information

Firm's Number of Clients:   1100
Firm's Number of Planning Clients:   1100
Firm's Number of Managed Clients:   1100
Assets Managed by Firm:   1,900,000,000


Compliance

Registered Investment Advisor:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Fee Structure:   Fee Only



Disclosures

For a copy of our disclosures, please visit https://www.rfadvisors.com/about/disclosures/

Richard Boyd

Reilly Financial Advisors

Office Hours

wiseradvisor-balck-li-img Mon. 7:30 AM - 4:00 PM
wiseradvisor-balck-li-img Tue. 7:30 AM - 4:00 PM
wiseradvisor-balck-li-img Wed. 7:30 AM - 4:00 PM
wiseradvisor-balck-li-img Thu. 7:30 AM - 4:00 PM
wiseradvisor-balck-li-img Fri. 7:30 AM - 3:00 PM

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