Advisor at Atlantis Wealth Advisors LLC
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
Atlantis Wealth Advisors LLC
Location
Hilton Head Island, SC 29926
Credentials
CFP®, Series 63, Series 65
Industry experience
32 years
Todd Rhine is a CFP® with 32 years of experience in the financial services industry. He is affiliated with Atlantis Wealth Advisors LLC and has worked at IBN Financial Services, Inc. since 2015. Rhine is president of Financial Profile Clinic, Inc., an insurance brokerage he has led since 1988. Outside of advising, he is involved in book production and distribution as a partner at RH Books and serves as an endowment committee consultant for 1st Presbyterian Church in Hilton Head Island, SC. Atlantis Wealth Advisors LLC provides financial planning, asset management, and consulting to a diverse client base including individuals, high-net-worth clients, pension plans, and charitable organizations. The firm employs a combination of proprietary strategies and third-party managers, using both top-down and bottom-up investment analysis across multiple teams and offices.
Based on Atlantis Wealth Advisors LLC
Based on Atlantis Wealth Advisors LLC
Fixed fees for financial planning/consulting ranging from $0 to $15,000 or $500 to $4,000 per annum (negotiable)
0.50% to 2.00% per annum (negotiable, based on account size and complexity)
Certain professionals are registered representatives and receive customary commissions for securities sales; commissions are separate from advisory fees
Hourly financial planning fees between $125 and $350 per hour
Fee-only: Financial planning fixed fees between $0 and $15,000 (negotiable); Financial consulting fixed fees between $500 and $4,000 per annum (negotiable)
7 Finch Street
Hilton Head Island, SC 29926
South Carolina · Texas
IBN Financial Services, Inc.
2015 - Present (11 years)
Atlantis Wealth Advisors LLC
2015 - Present (11 years)
Financial Profile Clinic, Inc
1988 - Present (38 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.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
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.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Bluffton, SC
DWT Financial
ChFC®, Series 63, Series 65
Bluffton, SC
Provisor Asset Management LLC
Series 65
Bluffton, SC
Zimmer Capital Management LLC
Series 63, Series 65
Bluffton, SC
Strategic Investment Solutions, LLC
Series 63, Series 65
Hilton Head Island, SC
Greenside Financial, Ltd
CFA®
Hilton Head, SC
Williams Market Analytics LLC
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