REYES FINANCIAL ARCHITECTURE INC.
SEC RegisteredYou Retire Once, We Retire Everyday
About the firm
Reyes Financial Architecture is a financial advisory firm based in San Diego offering retirement financial planning, risk managed wealth management services, income strategies, income distribution planning, social security planning, and tax and estate planning. The firm's business philosophy centers on protecting assets first, growing assets second, and ultimately creating lifetime income streams clients and their families can never outlive. Their goal is to be a calming influence in and throughout retirement.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Retirement financial planning, risk managed wealth management, income planning for life, portfolio risk and return management, asset fee control, income tax management, income distribution planning, social security planning, and tax and estate planning.
Who they serve
High net worth investors and individuals seeking retirement planning, with a focus on those planning for or already in retirement.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 53 | $20M |
| High Net Worth Individuals | 117 | $176M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
5 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Below $500,000 | 2.45% |
| $500,001 to $1,500,000 | 1.95% |
| $1,500,001 to $2,500,000 | 1.75% |
| Over $2,500,001 | 1.50% |
Data as of March 12, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. REYES FINANCIAL ARCHITECTURE INC. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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