Oliver Investments
34yrs
Top advisor by experience in Medfield
26yrs
Based in Medfield, Massachusetts, Ian Rea is a fiduciary financial advisor with 26 years of industry experience. Ian has been with Slate Peak Financial Services since 2018; before that, Ian spent three years at SOL Capital Management. Ian’s designations include CFA and CFP®.
One of 28 advisors with offices in Medfield, and one of 24 fiduciaries.
At a glance
Experience26 years (since 2000)
How that compares ?More experience than 74% of advisors nationwide
OfficeMedfield, MA
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$427,743
States licensed ?2 states
Services through Slate Peak Financial Services
Financial planningInvestment management for individuals and small businessesEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFACFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2018 – nowSlate Peak Financial Services, LLCCurrent firm
- 2004 – 2006SOL Capital Management COPreviously
Questions to ask Ian
Tailored to Ian’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Ian
How do I contact Ian?
Call Slate Peak Financial Services at 617-383-4577 and ask for Ian Rea. Ian works from the Medfield, MA office.
How long has Ian been a financial advisor?
Ian has been in the industry since 2000, about 26 years. More experience than 74% of advisors nationwide.
What licenses does Ian hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Ian a fiduciary?
Ian is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Ian paid?
Slate Peak Financial Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Ian for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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