Rhodo Wealth Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$12,171,514
Total clients
30
10% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
30
Average account size
$405,717
About
Rhodo Wealth Management advises individual and high-net-worth clients, offering discretionary wealth management, financial planning, and retirement plan advisory services, including ERISA-related support for plan sponsors. The firm provides portfolio management for individual accounts and can deliver standalone financial planning engagements as part of its service mix.
The advisor generally pursues a long-term strategy built around low-cost, diversified mutual funds and ETFs while also using individual stocks and bonds when appropriate, and employs both fundamental and technical analysis in security selection. Rhodo Wealth may implement portions of client portfolios through unaffiliated independent managers and conducts initial and ongoing oversight of those managers’ strategies.
The firm is a recently established practice with about $12.2 million in regulatory assets under management and a concentrated client base, and its principal is a CFP professional who also discloses an outside consulting role with Retire Sound (Addition). Rhodo Wealth maintains institutional relationships with both Altruist and Charles Schwab—arrangements that provide certain economic benefits—and accepts ERISA fiduciary engagements for retirement plans, distinguishing its service model from many peers.
Client services
Financial planning
Portfolio management
Expertise
Wealth management
Fee options
Standalone financial planning services fixed fee ranging from $3,000 to $10,000 per engagement
$0 - $2,500,000: 1.00% annually $2,500,001 - $5,000,000: 0.75% annually $5,000,001+: 0.50% annually
Account minimum: $3,600 minimum annual fee Minimum fee: Minimum annual fee of $3,600 Fee-only: Wealth management fees based on AUM; standalone financial planning fees $3,000 to $10,000 per engagement; retirement plan advisory fees up to 0.50% annually
Main office location
Rhodo Wealth Management LLC
25 N River Ln
Geneva IL 60134, United States
Number of offices
1
Most active in
Rhodo Wealth Management LLC has reported serving >5 clients in these states in the last 12 months.
Illinois · 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.
Forms ADV
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