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Rhame & Gorrell Wealth Management

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Client assets under management

$1,107,370,691

Clients

776

38% high-net worth

Advisors

15

of 27 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

52

Typical

Average account size

$1,427,024

About

Rhame & Gorrell Wealth Management is a multi-advisor registered investment adviser managing roughly $1.1 billion for individuals (including high-net-worth and non‑HNW clients), as well as corporate and business entity clients. The firm offers comprehensive wealth management services including financial planning, investment management (primarily discretionary), retirement plan rollover advice, and consulting for approximately 776 client relationships supported by a 15-advisor team.

RGWM implements client portfolios through a mix of mutual funds, ETFs, individual equity and debt securities, and options, and may allocate portions of client assets to independent managers or its in‑house Tactical Asset Allocation Program (TAAP) overseen by an investment committee. The firm uses multiple analysis methods (fundamental, technical, charting, cyclical) and offers long- and short-term strategies, tailoring allocations to clients’ horizons, risk tolerances and liquidity needs while generally exercising discretionary authority.

A distinctive feature of the firm is its affiliation with an accounting entity (RG Tax LLC), through which RGWM provides or arranges annual tax return preparation for certain clients and may pay the cost for households meeting the firm’s asset threshold; clients are under no obligation to use the affiliated tax services. The firm also has a referral/partnership arrangement with a separate law firm via a supervised person who is a licensed attorney for estate‑planning needs, and it discloses and describes policies intended to address the related conflicts of interest (for example, in rollovers and referral arrangements).

Client services

Financial planning Portfolio management

Expertise

General estate planning guidance Charitable giving & philanthropy Options & derivatives strategies

Occupation focus

Founder/Business Owner Retired

Fee options

Percentage

$0 - $999,999: 1.30% $1,000,000 - $1,499,999: 1.05% $1,500,000 - $2,499,999: 0.95% $2,500,000 - $3,499,999: 0.85% $3,500,000 - $4,999,999: 0.80% $5,000,000 - $6,999,999: 0.70% $7,000,000 - $14,999,999: 0.65% $15,000,000+: 0.55%

Commissions

Certain supervised persons may offer insurance products on a separate commission basis

Other

Minimum fee: Minimum quarterly fee of $2,500 (annualized $10,000)

Main office location

Rhame & Gorrell Wealth Management

1330 Lake Robbins Drive, Suite 360

The Woodlands TX 77380, United States

Number of offices

2

Most active in

California · Colorado · Florida · Illinois · Louisiana · Mississippi · New Hampshire · North Carolina · Oklahoma · Texas · Washington

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

William W

Series 65

The Woodlands, TX

Rhame & Gorrell Wealth Management

William Warren is a financial advisor at Rhame & Gorrell Wealth Management with two years of industry experience. He holds a Series 65 credential and previously worked at Texas Dow Employees Credit Union and Starfox Financial Services. Outside of his advisory role, he manages a small real estate business. Rhame & Gorrell Wealth Management is a team-based registered investment adviser serving both non-high-net-worth and high-net-worth clients. The firm employs discretionary investment management and financial planning, utilizing mutual funds, ETFs, individual equities, fixed income, and options within a tactical asset allocation framework tailored to client needs.

General estate planning guidance Charitable giving & philanthropy Options & derivatives strategies Founder/Business Owner Retired
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Cydney N

CFP®, Series 65

The Woodlands, TX

Rhame & Gorrell Wealth Management

Cydney Nash is a CFP® with eight years of industry experience, currently serving at Rhame & Gorrell Wealth Management since 2023. Prior to this, she worked at Avion Wealth (formerly Efficient Wealth Management) for six years and had a brief tenure at PriceWaterhouseCooper. Outside of her advisory role, she is a co-owner of a storage facility business. Rhame & Gorrell Wealth Management is a team-based registered investment adviser with nine advisors managing over $1 billion for nearly 700 clients. The firm offers discretionary investment management, financial planning, and consulting services to individuals and business entities, employing a tactical asset allocation program and tailoring strategies to client-specific factors.

General estate planning guidance Charitable giving & philanthropy Options & derivatives strategies Founder/Business Owner Retired
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Jack F

CFP®, Series 65

The Woodlands, TX

Rhame & Gorrell Wealth Management

Jack Freeman is a CFP® and holds a Series 65 license with one year of industry experience. He is currently an advisor at Rhame & Gorrell Wealth Management, where he has worked since 2025. His prior experience includes roles at PricewaterhouseCoopers and John McMahon, CPA APAC. Rhame & Gorrell Wealth Management is a team-based registered investment adviser with nine advisors managing approximately $1 billion for around 699 clients. The firm provides discretionary investment management, financial planning, and consulting services to individuals, corporations, and business entities, utilizing a tactical asset allocation program and a range of investment vehicles tailored to client needs.

General estate planning guidance Charitable giving & philanthropy Options & derivatives strategies Founder/Business Owner Retired
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Kyle N

CFP®, Series 66

The Woodlands, TX

Rhame & Gorrell Wealth Management

Kyle Nickerson is a CFP® with nine years of industry experience, currently serving as an advisor at Rhame & Gorrell Wealth Management. He previously worked at Sanders Morris Harris Inc. from 2014 to 2016 before joining Rhame & Gorrell. Rhame & Gorrell Wealth Management is a team-based registered investment adviser with nine advisors managing approximately $1 billion for around 699 clients. The firm offers discretionary investment management, financial planning, and consulting to both non‑high-net-worth and high-net-worth individuals, corporations, and business entities, employing a tactical asset allocation program and a range of investment strategies tailored to client needs.

General estate planning guidance Charitable giving & philanthropy Options & derivatives strategies Founder/Business Owner Retired
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Garett S

Series 65

The Woodlands, TX

Rhame & Gorrell Wealth Management

Garett Steele is a Series 65-licensed financial advisor at Rhame & Gorrell Wealth Management with one year of industry experience. Prior to joining the firm, he worked in education and hospitality roles, including positions at the University of Houston, Sam Houston State University, and Saltgrass Steakhouse. Rhame & Gorrell Wealth Management is a team-based registered investment adviser with nine advisors managing over $1 billion for nearly 700 clients. The firm provides discretionary investment management, financial planning, and consulting services to individuals, corporations, and business entities, employing a tactical asset allocation approach tailored to clients’ risk tolerance and financial goals.

General estate planning guidance Charitable giving & philanthropy Options & derivatives strategies Founder/Business Owner Retired
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Melissa R

Series 65

The Woodlands, TX

Rhame & Gorrell Wealth Management

Melissa Rudell is a financial advisor at Rhame & Gorrell Wealth Management with a Series 65 designation and one year of industry experience. Her prior work includes roles at Prime Capital Investment Advisors, Allied Wealth Management, State Tax Advisors, and the United States Air Force, where she has served since 2009. Rhame & Gorrell Wealth Management is a team-based registered investment adviser with nine advisors managing approximately $1 billion for about 699 clients. The firm provides discretionary investment management, financial planning, and consulting to both non-high-net-worth and high-net-worth individuals, corporations, and business entities, using a range of investment vehicles and a Tactical Asset Allocation Program overseen by an Investment Committee.

General estate planning guidance Charitable giving & philanthropy Options & derivatives strategies Founder/Business Owner Retired
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David H

CFA®, Series 66

The Woodlands, TX

Rhame & Gorrell Wealth Management

David Hunter is a CFA® charterholder with nine years of industry experience. He is currently with Rhame & Gorrell Wealth Management, where he has worked since 2018. Prior to that, he held roles at Kimery Wealth Management and Morgan Stanley. Rhame & Gorrell Wealth Management is a team-based registered investment adviser with nine advisors managing over $1 billion for approximately 699 clients. The firm provides discretionary investment management, financial planning, and consulting services to individuals, corporations, and business entities, utilizing a tactical asset allocation program alongside mutual funds, ETFs, equities, and fixed income investments.

General estate planning guidance Charitable giving & philanthropy Options & derivatives strategies Founder/Business Owner Retired
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Jeffrey R

CFP®, Series 63, Series 65

The Woodlands, TX

Rhame & Gorrell Wealth Management

Jeffrey Rhame is a CFP® with over 31 years of experience in financial advising. He has worked at Rhame & Gorrell Wealth Management since 2016 and previously held roles at Sanders Morris Harris LLC and Miller Green Financial. Rhame & Gorrell Wealth Management is a team-based registered investment adviser with nine advisors managing approximately $1 billion for nearly 700 clients. The firm provides discretionary investment management, financial planning, and consulting services to individuals and business entities, using a range of investment strategies tailored to client needs.

General estate planning guidance Charitable giving & philanthropy Options & derivatives strategies Founder/Business Owner Retired
user avatar

Kyle M

CFP®, Series 63, Series 66

The Woodlands, TX

Rhame & Gorrell Wealth Management

Kyle Mcclain is a CFP® with nine years of industry experience, currently serving as an advisor at Rhame & Gorrell Wealth Management. He has worked at Rhame & Gorrell since 2017 and previously held positions at Bank of America, Merrill Lynch, and Fidelity Investments Institutional Services Company. Rhame & Gorrell Wealth Management is a team-based registered investment adviser with nine advisors managing approximately $1 billion for nearly 700 clients. The firm provides discretionary investment management, financial planning, and consulting to individuals, corporations, and business entities, using a tactical asset allocation program and a range of investment vehicles tailored to client needs.

General estate planning guidance Charitable giving & philanthropy Options & derivatives strategies Founder/Business Owner Retired
user avatar

John G

Series 66

The Woodlands, TX

Rhame & Gorrell Wealth Management

John Geresi is a financial advisor at Rhame & Gorrell Wealth Management with six years of industry experience. He holds a Series 66 designation and has worked at several firms, including Willis Johnson & Associates and Robertson Investment Management. Rhame & Gorrell Wealth Management is a team-based registered investment adviser managing approximately $1 billion for nearly 700 clients. The firm provides discretionary investment management, financial planning, and consulting services to individuals, corporations, and business entities, utilizing a Tactical Asset Allocation Program and a range of investment vehicles tailored to client needs.

General estate planning guidance Charitable giving & philanthropy Options & derivatives strategies Founder/Business Owner Retired
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Timothy B

CFP®, Series 63, Series 66

The Woodlands, TX

Rhame & Gorrell Wealth Management

Timothy Blanchard is a CFP® with 25 years of industry experience, currently serving as an advisor at Rhame & Gorrell Wealth Management. He previously worked at Charles Schwab Bank and Charles Schwab & Co., Inc. for 13 years and had a brief tenure at LPL Financial. Rhame & Gorrell Wealth Management is a team-based registered investment adviser managing approximately $1 billion for a diverse client base. The firm offers discretionary investment management, financial planning, and consulting, using a tactical asset allocation program and independent managers to tailor strategies based on clients’ risk tolerance and financial needs.

General estate planning guidance Charitable giving & philanthropy Options & derivatives strategies Founder/Business Owner Retired
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Cory M

Series 63, Series 65

The Woodlands, TX

Rhame & Gorrell Wealth Management

Cory Moscoso is a financial advisor at Rhame & Gorrell Wealth Management with two years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Equitable Advisors, LLC. Outside of finance, Moscoso has experience in martial arts, having worked with Kula Karate and Global Martial Arts. Rhame & Gorrell Wealth Management is a team-based registered investment adviser with nine advisors managing over $1 billion for nearly 700 clients. The firm offers discretionary investment management, financial planning, and consulting services to individuals and business entities, employing a Tactical Asset Allocation Program and tailoring strategies based on client-specific factors.

General estate planning guidance Charitable giving & philanthropy Options & derivatives strategies Founder/Business Owner Retired
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Tyler M

CFP®, Series 65

The Woodlands, TX

Rhame & Gorrell Wealth Management

Tyler Miller is a CFP® and Series 65-licensed advisor at Rhame & Gorrell Wealth Management with four years of industry experience. Prior to joining Rhame & Gorrell, he worked at Deloitte Tax and held positions at the University of the Incarnate Word. Rhame & Gorrell Wealth Management is a team-based registered investment adviser with nine advisors managing approximately $1 billion for nearly 700 clients. The firm provides discretionary investment management, financial planning, and consulting services to individuals and business entities, utilizing a tactical asset allocation program and a range of investment vehicles tailored to client needs.

General estate planning guidance Charitable giving & philanthropy Options & derivatives strategies Founder/Business Owner Retired
user avatar

Brecklynn W

CFP®, Series 63

The Woodlands, TX

Rhame & Gorrell Wealth Management

Brecklynn Williams is a CFP® with eight years of experience in financial advising. She is currently with Rhame & Gorrell Wealth Management, where she has worked since 2016. Prior to that, she held roles at Sanders Morris Harris Inc. and Miller Green Financial. Rhame & Gorrell Wealth Management is a team-based registered investment adviser with nine advisors managing approximately $1 billion for nearly 700 clients. The firm offers discretionary investment management, financial planning, and consulting services to individuals and business entities, employing a tactical asset allocation program and a range of investment vehicles tailored to client needs.

General estate planning guidance Charitable giving & philanthropy Options & derivatives strategies Founder/Business Owner Retired
user avatar

Clayton H

CFP®, Series 65

The Woodlands, TX

Rhame & Gorrell Wealth Management

Clayton Hostetter is a CFP® professional with four years of industry experience, currently serving at Rhame & Gorrell Wealth Management. His prior experience includes roles at Cook, Johnston & Co. CPA's and Deloitte Tax, LLP. He holds the Series 65 license in addition to his CFP® designation. Rhame & Gorrell Wealth Management is a team-based registered investment adviser with nine advisors managing approximately $1 billion for around 699 clients. The firm provides discretionary investment management, financial planning, and consulting services to individuals, corporations, and business entities, employing a tactical asset allocation program and offering affiliated tax preparation services for certain clients.

General estate planning guidance Charitable giving & philanthropy Options & derivatives strategies Founder/Business Owner Retired
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