Advisor at Reh Wealth Advisors LLC
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Firm
Reh Wealth Advisors LLC
Location
Raleigh, NC 27615
Credentials
CFP®, CFA®, Series 66
Industry experience
21 years
Stephen Reh is the sole advisor at Reh Wealth Advisors LLC in Raleigh, NC. He holds the CFP®, CFA®, and Series 66 designations and has 21 years of industry experience. Prior to founding his firm in 2010, he worked at PerTronix for 18 years. Outside of his advisory work, he is an independent contractor for a golf course design company and serves as president of a design business. Reh Wealth Advisors LLC provides discretionary and non-discretionary investment management, financial planning, and employee benefit plan consulting to individuals, high-net-worth clients, and employer-sponsored plans. The firm emphasizes a goals- and risk-based asset allocation approach, primarily using passive management with index funds and ETFs, and offers retirement-plan consulting services including plan design support and fiduciary oversight.
Based on Reh Wealth Advisors LLC
Based on Reh Wealth Advisors LLC
Financial planning fixed fees between $2,500 and $5,000; 1 hour financial planning meeting for $500
$0 - $500,000: 1.00% $500,001 - $1,000,000: 0.75% $1,000,001 - $2,000,000: 0.60% $2,000,000+: 0.40%
$500 per hour for financial planning services
Account minimum: $500,000 Fee-only: Financial planning fixed fees between $2,500 and $5,000; 1 hour financial planning meeting for $500; hourly financial planning fee $500/hr
8384 Six Forks, Suite 102
Raleigh, NC 27615
California · North Carolina · Texas
Reh Wealth Advisors LLC (153826)
2010 - Present (16 years)
PerTronix
2004 - 2022 (18 years)
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Other specialized services
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