Advisor at Whitcomb & Hess, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Whitcomb & Hess, Inc.
Location
Ashland, OH 44805
Credentials
Series 65
Industry experience
< 1 year
Antonio Rhodes is a financial advisor at Whitcomb & Hess, Inc. with Series 65 registration and one year of industry experience. Prior to joining Whitcomb & Hess, he worked in educational roles at Ashland University and local schools from 2015 to 2025. Whitcomb & Hess is a Certified Public Accounting firm and SEC-registered investment adviser that offers integrated tax, accounting, pension consulting, and investment advisory services to individuals, corporations, trusts, estates, charitable organizations, and retirement plans. The firm combines fundamental and technical analysis with tailored portfolio management and financial planning, serving a diverse client base with coordinated CPA and advisory expertise.
Based on Whitcomb & Hess, Inc.
Financial planning fixed fees from $250 to $2,500 depending on arrangement
$0 - $499,999: 1.00% annually (Portfolio Management) $500,000 - $999,999: 0.80% annually (Portfolio Management) $1,000,000 - $1,999,999: 0.60% annually (Portfolio Management) $2,000,000 - $2,999,999: 0.40% annually (Portfolio Management) $3,000,000 - $4,999,999: 0.30% annually (Portfolio Management) $5,000,000+: 0.20% annually (Portfolio Management) $0 - $999,999: 0.75% annually (Pension Consulting) $1,000,000 - $1,999,999: 0.50% annually (Pension Consulting) $2,000,000 - $4,999,999: 0.30% annually (Pension Consulting) $5,000,000+: 0.20% annually (Pension Consulting)
Minimum fee: $25 per quarter minimum fee for portfolio management Fee-only: Financial planning fees range from $250 to $2,500 on a fixed fee basis; fees for updates are 30% (annual) or 45% (bi-annual) of initial plan price
1020 Cleveland Avenue
Ashland, OH 44805
Ohio
Whitcomb & Hess, Inc.
2025 - Present (1 year)
Ashland University
2021 - 2025 (4 years)
Triway High School
2017 - 2021 (4 years)
Triway Jr High School
2015 - 2017 (2 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 65
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Livelsberger Financial Advisory
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Whitcomb & Hess, Inc.
CFP®, Series 66
Ashland, OH
Whitcomb & Hess, Inc.
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