AdvisorRanked
100
Clean

REYES FINANCIAL ARCHITECTURE INC.

4660 LA JOLLA VILLAGE DRIVE, SAN DIEGO, CA 92122
Fiduciaryfee-onlySEC Registered
858-597-1966 HTTP://WWW.REYESPLAN.COM CRD #153194
$196M
Assets Managed
4
Clients
5
Employees
4
Years Active
since 2022

Compensation Model

% of Assets (AUM)
Hourly Fees
Fixed / Flat Fees
Commissions
Performance Fees

Compensation type disclosed on SEC Form ADV Item 5C. Filed 46093. Specific fee percentages are available in this firm's Form ADV Part 2A brochure at adviserinfo.sec.gov.

Conflict of Interest Analysis

Broker-Dealer Affiliated: No

No broker-dealer affiliation. Lower risk of commission-driven advice.

Insurance Licensed: No

Not insurance licensed. Cannot sell you annuity or insurance products directly.

Custody of Client Assets: No

Assets held at an independent custodian (e.g., Schwab, Fidelity, TD Ameritrade). This is the standard, lower-risk arrangement.

Proprietary Products: No

Uses only third-party investment products. No proprietary product conflicts.

Regulatory & Disciplinary History

Clean Record

No disciplinary events, regulatory actions, or customer complaints on file with the SEC or FINRA. This firm has maintained a spotless regulatory record for 4 years.

Firm Details

Legal NameREYES FINANCIAL ARCHITECTURE INC.
CRD Number#153194
SEC RegisteredYes
Registration Date2022-05-25
States RegisteredCA
Assets Under Management$196M
Number of Clients4
Employees5
Compensation Typefee-only
Last ADV Filing46093

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Frequently Asked Questions

Is REYES FINANCIAL ARCHITECTURE INC. a fiduciary?

Yes. REYES FINANCIAL ARCHITECTURE INC. is a registered investment adviser (RIA) with the SEC, which means they are legally required to act as a fiduciary — putting your interests ahead of their own.

How does REYES FINANCIAL ARCHITECTURE INC. charge clients?

REYES FINANCIAL ARCHITECTURE INC. uses a fee-only compensation model. Full fee details are in their Form ADV Part 2A brochure at adviserinfo.sec.gov.

Does REYES FINANCIAL ARCHITECTURE INC. have any complaints?

No. REYES FINANCIAL ARCHITECTURE INC. has zero complaints or disciplinary actions on file with the SEC or FINRA across 4 years of operation.

How does REYES FINANCIAL ARCHITECTURE INC. compare to other advisors in SAN DIEGO?

REYES FINANCIAL ARCHITECTURE INC. has a Red Flag Score of 100/100. There are 99 registered advisory firms in SAN DIEGO. Use our city page to compare firms side by side.

Where does this data come from?

All information is sourced from SEC Form ADV public filings (mandatory regulatory disclosures) and FINRA BrokerCheck records. Last updated: 2026-06-24. We do not accept payment from financial advisors.

Data source: SEC Form ADV (Parts 1 and 2A) filed with the Investment Adviser Registration Depository (IARD). Filing date: 46093. Last data refresh: 2026-06-24. AdvisorRanked does not verify the accuracy of SEC filings. This is not financial advice.