JEHM Wealth & Retirement, LLC

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Client assets under management

$64,442,914

Clients

116

9% high-net-worth

Advisors

of 6 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

Typical

Average account size

$555,542

About

JEHM Wealth & Retirement, LLC serves individual and high‑net‑worth clients with comprehensive financial planning, targeted consulting, and discretionary portfolio management. The firm provides written comprehensive plans, hourly consulting engagements, and ongoing account management implemented through model portfolios and a sub‑adviser relationship.

Its investment process begins with a client‑specific asset allocation based on goals and risk tolerance and uses both fundamental and technical analysis to monitor portfolios. Portfolios are typically implemented via model strategies and a sub‑adviser (currently AE Wealth Management) that has discretion to select securities and execute trades while JEHM retains the authority to hire or replace that sub‑adviser and conducts regular account and plan reviews.

Noteworthy for a firm of its size, the principals act as licensed insurance agents and may receive insurance commissions separate from advisory fees, a conflict of interest the brochure discloses. The firm also reported recent material changes — including appointment of a new chief compliance officer, the addition of AE Wealth Management as an asset management platform, and the ability to use Charles Schwab as a custodian — and delegates fee collection and trade execution authority to its sub‑adviser, operational features prospective clients should consider.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Annuities Life insurance needs analysis Long-term care insurance

Fee options

Fixed

Financial planning fixed fees range from $500 to $5,000, negotiable.

Percentage

$0 - $999,999: 1.00% - 1.50% $1,000,000 - $2,999,999: 0.80% - 1.30% $3,000,000+: 0.70% to 1.20%

Project-based

$150 per hour

Other

Account minimum: $250,000

Main office location

JEHM Wealth & Retirement, LLC

117 Woodruff Place Circle, Suite A

Simpsonville SC 29681, United States

Number of offices

Most active in

Florida · South Carolina

Disclosures

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:

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

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.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

LinkedIn Facebook X Instagram Website 864-527-0482

Advisors at this firm

Aden P

CFP®, Series 65

Simpsonville, SC

JEHM Wealth & Retirement, LLC

Aden Partee is a financial advisor at JEHM Wealth & Retirement, LLC with two years of industry experience. He holds a Series 65 designation and previously worked at LPL Financial and Chick-fil-A in various roles. JEHM Wealth & Retirement, LLC serves individual and high-net-worth clients with comprehensive financial planning, consulting, and discretionary portfolio management. The firm employs client-specific asset allocation and combines fundamental and technical analysis, implementing portfolios through model strategies and a sub-adviser relationship.

Annuities Life insurance needs analysis Long-term care insurance

Eric L

Series 65

Simpsonville, SC

JEHM Wealth & Retirement, LLC

Eric Lahaie is a financial advisor at JEHM Wealth & Retirement, LLC with 10 years of industry experience. He holds a Series 65 designation and has worked at firms including Retirement Wealth Advisors and Change Path, LLC. In addition to his advisory role, he is a licensed insurance agent. JEHM Wealth & Retirement, LLC serves individual and high-net-worth clients through comprehensive financial planning, consulting, and discretionary portfolio management. The firm uses client-specific asset allocation and combines fundamental and technical analysis, implementing portfolios primarily via model strategies and a sub-adviser relationship.

Annuities Life insurance needs analysis Long-term care insurance

Jennifer L

Series 65

Simpsonville, SC

JEHM Wealth & Retirement, LLC

Jennifer Lahaie is a financial advisor at JEHM Wealth & Retirement, LLC with 10 years of industry experience. She holds a Series 65 designation and has worked at several firms, including Retirement Wealth Advisors and the Society of Financial Awareness. Outside of her advisory role, she serves as president of the Laurel Lake Homeowners Association. JEHM Wealth & Retirement, LLC serves individual and high-net-worth clients with comprehensive financial planning, targeted consulting, and discretionary portfolio management. The firm uses client-specific asset allocation and a combination of fundamental and technical analysis, implementing portfolios through model strategies and a sub-adviser relationship.

Annuities Life insurance needs analysis Long-term care insurance

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