Advisor at RLS Private Wealth Consulting, 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
RLS Private Wealth Consulting, Inc.
Location
Hollister, CA
Credentials
CFP®, Series 63, Series 65
Industry experience
13 years
Rhonda Staelgraeve Secor is a CFP® with 13 years of industry experience, currently serving as an advisor at RLS Private Wealth Consulting, Inc. since 2016. She previously spent four years as a stay-at-home mom. Rhonda is also an advisory board member of Monterey County Bank. RLS Private Wealth Consulting offers family office services, wealth concierge, and comprehensive financial planning for families, business owners, and individual clients. The firm focuses on advisory, coordination, and implementation support, utilizing third-party custodians and managers for investment execution, and emphasizes family office operations and education programming.
Based on RLS Private Wealth Consulting, Inc.
Based on RLS Private Wealth Consulting, Inc.
Hourly rates may apply in limited cases for Core Plus and Core offerings.
Elite Offering billed via monthly fee based on complexity and scope; Core Plus and Core offerings billed monthly in arrears with minimum monthly fees as noted.
Minimum fee: Core Plus offering minimum monthly fee of $3,500; Core offering minimum monthly fee of $2,500 Fee-only: Fees billed monthly in arrears; fees are negotiable and based on complexity and scope; includes monthly fees, upfront onboarding fees ranging from $0 to $5,000; hourly rates may apply in limited cases.
Hollister, CA
California
RLS Private Wealth Consulting, Inc.
2016 - Present (10 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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CFP®, Series 63, Series 65
Hollister, CA
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Series 63, Series 65
Hollister, CA
Keystone Advisory Group
CFP®
Gilroy, CA
HFG Advisors, Inc.
Series 63, Series 65
Salinas, CA
The Marshall Financial Group LLC
Series 65
Salinas, CA
Saratoga Research & Investment Management
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