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Frank Reilly

Helping Clients Define and Achieve Their Individual Financial Goals

Reilly Financial Advisors

La Mesa

CA

Contact Me

Overview

Services

Advisor Services

  • Financial Planning
    • -Estate Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
    • -College Planning
    • -Other Financial Planning
    • -Tax Planning
  • Portfolio Management
    • -Individuals and/or Small Businesses

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Reilly Financial Advisors 19 years, 4 months Jul 1999 - Present

Designations & Memberships

Membership information not available

Articles and Answers

Insights by Douglas Reilly

Annuities - Buyer Beware
Published 2016-02-02 10:55:55
Family Wealth Transitions
Published 2015-12-15 13:09:45
The Importance of Age-Based Tax Planning
Published 2015-10-23 14:44:49
College Planning
Published 2015-10-02 15:46:13
The In's and Out's of Social Security
Published 2015-08-28 09:11:46
Essential Estate Planning
Published 2015-06-12 08:37:22
    *Articles are published by advisors without compensation.

    Answers

    Ask a financial questionAsk a question
    What is the difference between a 401(k) and a Group Annuity?
    Though there are many similarities between group annuity plans and net asset value (NAV) plans, there are also very important differences as well. Essentially, if you have not flatten or levelized compensation with both your Provider and your Advisor, then you need to reevaluate your plan. Advant...  (more)
    Answered Jul 2015
    What is the difference between a broker and an advisor?
    Investment Advisors provide advice, recommendations, issuing of reports, and analyses on securities, for a fee. Advisors follow the Fiduciary Standard that requires them to "act in the best interest of the client", specifically they must put their "clients' interests above their own." (Regulated by ...  (more)
    Answered Nov 2015
    How does a Certified Financial Planner (CFP) compare with a Chartered Financial Analyst (CFA)?
    The CFP would be more equipped to address the retirement planning needs as it covers a broader focus in all financial planning areas. The CFA would be more equipped to provide individual investment advice/management. There is some overlap between the two, but those would be the general themes. I ...  (more)
    Answered Jun 2015
    I was awarded 50% of defined benefit plan as separate property .Can i do rollover?
    A good starting point would be to check with the plan administrator to see what options are allowed in the plan. In addition, there may be some guidelines in the QDRO. Depending on the situation, you may want to consult with your divorce attorney....  (more)
    Answered Sep 2015
    To switch career at mid life, should I tap into Roth IRA or Cash Balance Benefit plan first? I will be 54 this November.
    • It’s best to leave retirement accounts alone – it’s important to not derail retirement savings as it has taken you 18 years to build it up• Repercussions of taking money out of qualified accounts:Roth: If you are age 59 and under you can withdraw contributions you made to your Roth IRA any...  (more)
    Answered Sep 2015
    How can an financial advisor help me with college planning or a 529 plan?
    A financial advisor can help by educating you on the wide variety of college planning investment vehicles and funding strategies out there. Once determining your personal financial goals and the amount of college expenses you are willing to fund, the planner can help you determine an appropriate str...  (more)
    Answered Jun 2015
    Will you help me find info about my 401K?
    Contact your HR department for both your current and former employer (Brady Industries). One of them should be able to provide you the documents that you need....  (more)
    Answered Aug 2015
    If I have my money in my 401K through my company Directions In Research how would I see online how much I have invested?
    Laurie said it best, talk to your company's HR department and they should be able to provide all the answers to where you can access your account. If you have any questions regarding your own 401(k) or how it works, we are currently offering a complimentary 401(k) tune-up at no cost. Simply call 800...  (more)
    Answered Aug 2015
    How to get my 401k?
    Your 401(k) is held by your current employer or former employer. You are not typically allowed to withdraw from your 401(k) account until you reach 59.5 years of age, though there are some circumstances that allow the funds to be accessed earlier such as buying a house for the first time or to preve...  (more)
    Answered Jul 2015
    I want to cashout 401k?
    Before taking money out of your 401(k), take all tax implications and fees into consideration. You are allowed to withdraw funds before you reach 59.5 years of age, but there are fees that come along with doing that. If you need any additional help with your 401(k) such as when to take money out or...  (more)
    Answered Jul 2015
    Should I leave my money in a SARSEP or roll it over into my new company's 401k?
    You have two choices with the SAR-SEP. One, you can roll it into an IRA. As long as you plan to retire prior after 60, an IRA should be preferred because there are more investment option and likely less fee’s. However, it important to remember you are only permitted one rollover in any 12-month peri...  (more)
    Answered Jul 2015
    HOW OLD DO I HAVE TO BE TO DRAW OUT MY 401K?
    Under tax rules, the earliest you can begin withdrawing funds from your 401(k) without penalty is at 59 1/2. However, there are special provisions and exceptions to the rule. For example, people who leave their employer after age 55 but before 59 1/2 are allowed to take withdrawals from the plan an...  (more)
    Answered Nov 2015
    Can my employer refuse to pay out their contributions to my retirement plan even if I am fully vested in it?
    To answer the question specifically, ‘vesting’ is a term used to describe when an employee is entitled unconditionally to keep the money in a retirement plan. Therefore, you maintain control over any vested amount and your employer cannot withhold those funds from you. You may of course want to doub...  (more)
    Answered Jul 2015
    How do i access my account to change amont to be deposited into my plan each week?
    Contact your HR department to find your 401k provider, who should be able to give you all the info you need in order to change the amount to deposit. If you have any additional questions, we here at RFA are currently offering a free 401(k) tuneup. We will look at your 401(k) plan and give a free ana...  (more)
    Answered Oct 2015
    How can i find my 401k?
    Please contact your HR department, both at your old work and current work, and they should be able to provide you with all the information you need....  (more)
    Answered Oct 2015
    Do I need to have money invested in other countries to properly diversify my portfolio?
    Even though international investments may be risky themselves, having an allocation to them in your portfolio does increase the diversification and can slightly reduce the risk of the portfolio as a whole....  (more)
    Answered Jul 2015
    Trying to access my 401k plan to edit how much of a % is coming out of my paycheck I don't know how to do it?
    Hello Bryce,First things first. Please contact your HR department at your current employer. They can provide you the necessary information to access your account how much you are contributing from your paycheck. If you want some tips on your 401(k), we here at RFA are currently offering a FREE 401(...  (more)
    Answered Oct 2015
    Social security?
    Due to the recent budget deal that President Obama signed into law, the File-and-Suspend strategy for your Social Security is now eliminated. However, there is a 6 month window in which some may be able to take action to preserve these strategies. If you and your spouse have already started your So...  (more)
    Answered Nov 2015
      *Answers are submitted by advisors without compensation.

      Licenses & Conducts

      SEC
      U.S. Securities and Exchange Commission
      • license status
        Registered
      • disclosures
        1
      • as of date
        Oct 1, 2015
      FINRA
      FINRA
      • license status
        Not registered
      • disclosures
        1
      • as of date
        Oct 1, 2015
      Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

      Assets

      Advisor

      Last updated on Nov. 7, 2016
        • $763.7M
          Total Assets Under Management
        • $0
          Total Assets Under Advisement
        • 800
          number of clients
        • $954.7K
          Estimated Average Account Balance Per Client

      Reilly Financial Advisors

      Last updated on April 21, 2017
        • $1.0B
          Total Assets Under Management
        • $0
          Total Assets Under Advisement
        • 800
          number of clients
        • $1.3M
          Estimated Average Account Balance Per Client

      Fees

      Fee Only Advisor
      $
      This advisor has certified that they are compensated soley by their clients, and do not accept commisions or compensation of any kind based on the products they recommend.

      Types of Compensation Arrangements