JEHM Wealth & Retirement, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$64,442,914
Clients
116
Advisors
3
of 7 employees
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
Expertise
Fee options
Financial planning fixed fees range from $500 to $5,000, negotiable.
$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%
$150 per hour
Account minimum: $250,000
Main office
117 Woodruff Place Circle, Suite A
Simpsonville SC 29681
Advisors at this office
3
Most active in
Florida · South Carolina · 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.
Forms ADV
Quick links
Advisors at this firm
William G
Series 65, Series 63
Simpsonville, SC
JEHM Wealth & Retirement, LLC
William Gray is an Investment Consultant at Fidelity Investments, a position he has held since 2023. In this role, he assists clients by understanding their situations and goals to develop strategies that help keep them on track financially. He emphasizes engaging in conversations to identify what is most important to clients and the goals they are saving for, enabling him to co-create tailored financial plans. Prior to his current role, William worked at Fidelity Investments as an Investment Solutions Representative from 2021 to 2023. His earlier experience includes positions as a Registered Representative at MML Investor Services and Hornor Townsend & Kent, as well as roles with Mass Mutual Life Insurance Company, Penn Mutual Life Insurance Company, and Northwestern Mutual between 2018 and 2021. This range of experience reflects his background in investment consulting and financial advisory services. Outside of his professional work, William's personal interests include football, golf, and skiing.
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 several firms, including Retirement Wealth Advisors and Change Path, LLC. Outside of advisory services, he is a licensed insurance agent. JEHM Wealth & Retirement, LLC serves individual and high-net-worth clients offering comprehensive financial planning, consulting, and discretionary portfolio management. The firm’s investment approach combines client-specific asset allocation with fundamental and technical analysis and utilizes model portfolios along with a sub-adviser to manage client accounts.
Jennifer L
Series 65
Simpsonville, SC
JEHM Wealth & Retirement, LLC
Jennifer Lahaie is a financial advisor at JEHM Wealth & Retirement, LLC with 11 years of industry experience. She holds the Series 65 credential and has worked at JEHM Wealth & Retirement since 2016. Lahaie is also president of the Laurel Lake Homeowners Association. JEHM Wealth & Retirement serves individual and high-net-worth clients, offering comprehensive financial planning, consulting, and discretionary portfolio management. The firm uses client-specific asset allocation and combines fundamental and technical analysis, implementing portfolios through model strategies and a sub-adviser relationship.
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