RHL Group, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$155,145,000
Total clients
350
14% high-net worth
Total advisors
3
of 6 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
117
Average account size
$443,271
About
RHL Group, LLC serves individuals (including high-net-worth clients), trusts, estates, pension and profit-sharing plans, charitable organizations, and business entities, providing wealth management, discretionary and non-discretionary investment management, financial planning, and retirement plan consulting. The firm reports $155,145,000 in assets under management, three advisors, and roughly 350 clients, and offers specialized services such as variable annuity management and 529 plan oversight.
The firm’s stated investment philosophy emphasizes prudence and a long-term approach, combining technical indicators with elements of modern portfolio theory and a structured four-step process (analyze goals, set policy/asset allocation, construct portfolios, and ongoing monitoring). RHL delivers both standalone financial plans and integrated wealth management, and may use a mix of passive and active funds, alternatives, options strategies, and margin as appropriate to client objectives; as of December 31, 2025 the firm reports all assets managed on a discretionary basis.
Notably, several of RHL’s supervised persons are licensed insurance agents who receive external commissions for insurance product sales, a practice the brochure discloses and describes as a potential conflict of interest with mitigation procedures; this insurance brokerage activity is relatively uncommon among peers. The firm also acts as a limited-scope ERISA 3(21) fiduciary for retirement plans with specified excluded asset types and maintains an institutional custody relationship requiring clients to use Schwab Advisor Services, which the brochure identifies as providing additional products and services that may benefit the firm.
Client services
Expertise
Occupation focus
Fee options
$0 - $500,000: 1.20% $500,000.01 - $1,000,000: 1.00% $1,000,000.01 - $3,000,000: 0.85% $3,000,000.01 - $5,000,000: 0.75% $5,000,000.01 - $10,000,000: 0.50% Over $10,000,000+: 0.35%
Fee-only: Financial planning fixed fee between $1,000 and $10,000 depending on complexity
Main office location
RHL Group, LLC
115 Battle Alley
Holly MI 48442, United States
Number of offices
1
Most active in
California · Florida · Michigan · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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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