# Rehoboth Financial Planning, Inc.

> Rehoboth Financial Planning, Inc. is a state-registered investment advisory firm in Rancho Cordova, CA, registered since 2025, reporting under $25 million in regulatory assets under management in its Form ADV filing dated January 9, 2026.

- CRD: 333840
- Filed as: REHOBOTH FINANCIAL PLANNING, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Rancho Cordova, CA
- Filing period: October 2026
- Form ADV filing dated: January 9, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/333840
- AdvisorCensus page: https://advisorcensus.com/firm/rehoboth-financial-planning-inc-rancho-cordova-ca-333840

## Quick answers

**How is Rehoboth Financial Planning, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Rehoboth Financial Planning, Inc. reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is Rehoboth Financial Planning, Inc. located?**
Rehoboth Financial Planning, Inc.'s principal office is in Rancho Cordova, CA, according to its Form ADV.

**Is Rehoboth Financial Planning, Inc. registered with the SEC or a state?**
Rehoboth Financial Planning, Inc. is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 333840.

**How much does Rehoboth Financial Planning, Inc. manage?**
Rehoboth Financial Planning, Inc. reports $15,791,613 in regulatory assets under management in its Form ADV filing dated January 9, 2026 (100% discretionary).

**What types of clients does Rehoboth Financial Planning, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (136).

**Does Rehoboth Financial Planning, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/333840

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $15,791,613
- Discretionary: $15,791,613
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 136 | $15,791,613 |
| High net worth individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2025 (1 year)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Rehoboth Financial Planning, Inc. (CRD 333840): Form ADV filing data as of October 2026.