Advisor at Wealth Science Advisors LLC
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Firm
Wealth Science Advisors LLC
Location
Alpharetta, GA 30009
Credentials
CFP®, ChFC®, Series 63, Series 66
Industry experience
16 years
Rhett Exley is a CFP® and ChFC® with 16 years of experience in financial advising. He is currently with Wealth Science Advisors LLC, where he has worked since 2022, following seven years at Northwestern Mutual Wealth Management Company. Outside of advising, he owns Wealth Science Analytics, a firm specializing in psychological assessments and consulting. Wealth Science Advisors serves individual and family clients with discretionary portfolio management and financial planning, incorporating a behavioral component through its proprietary Wealth Science Assessment and “Money Happiness” concept. The firm manages approximately $512 million in discretionary assets and offers additional services such as retirement plan management and operational cash flow solutions.
Based on Wealth Science Advisors LLC
Fixed financial planning fees range between $1,500 and $1,000,000; pledged asset loan fees are negotiable flat fees; Reservoir Cash Flow System fees may be flat fees on a case-by-case basis
1.50% annually, flat fee on all assets under management, payable quarterly in advance
Financial planning hourly rates typically range from $125 to $1,200
Fee-only: Hourly financial planning fees typically range from $125 to $1,200; fixed fees for planning range from $1,500 to $1,000,000
55 Roswell Street, Suite 210
Alpharetta, GA 30009
Georgia · Texas
Wealth Science Advisors LLC
2022 - Present (4 years)
Northwestern Mutual Wealth Management Company
2015 - 2022 (7 years)
Northwestern Mutual Investment Management
2009 - 2022 (13 years)
Northwestern mutual life insurance company
2008 - 2022 (14 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:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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.
Series 65
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CFP®, ChFC®, Series 63
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Series 63, Series 65
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Gustafsson Wealth Management, Inc.
CFP®, Series 63
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Cwpim
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