Reh Wealth Advisors LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$110,469,354
Total clients
69
57% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
69
Average account size
$1,601,005
About
The firm provides discretionary and non-discretionary investment management, financial planning (fixed-fee and hourly), and ongoing employee benefit plan consulting to individuals, high-net-worth clients, and employer-sponsored pension and profit-sharing plans. It manages roughly $110 million in client assets across a relatively small client base and handles both household-level planning and plan-level advisory engagements.
Investment decisions are driven by a goals- and risk-based asset-allocation process, with a primary emphasis on passive management using index mutual funds and ETFs and periodic rebalancing; fundamental and technical analysis are also used as needed. For retirement-plan clients the firm offers plan design support, investment option review, participant education, and annual monitoring, and it accepts fiduciary responsibilities under ERISA when designated in the consulting agreement.
What distinguishes the firm from many solo independent advisers is its explicit work with pension and profit-sharing plans and provision of retirement-plan consulting services—an uncommon service set for firms of this size. The firm also routinely directs custody to a single qualified custodian and maintains a stated account minimum (which may be waived), practices that influence how it implements and administers both individual and plan relationships.
Client services
Financial planning
Portfolio management
Pension consulting
Expertise
General retirement planning
Income planning
College savings (529s, UTMA, etc.)
Wealth management
Occupation focus
Founder/Business Owner
Fee options
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
Main office location
Reh Wealth Advisors LLC
8384 Six Forks, Suite 102
Raleigh NC 27615, United States
Number of offices
1
Most active in
Reh Wealth Advisors LLC has reported serving >5 clients in these states in the last 12 months.
California · North Carolina · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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