RHL Group, LLC logo

RHL Group, LLC

Updated today

Client assets under management

$155,095,000

Clients

350

14% high-net-worth

Advisors

3

of 6 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

117

Very High

Average account size

$443,129

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

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Wealth management Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies Private / alternative investments

Occupation focus

Founder/Business Owner Retired Executive

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Fee options

Percentage

$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%

Other

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

Advisors at this firm

user avatar

Randolph R

ChFC®, Series 63

Holly, MI

RHL Group, LLC

Randolph Redmond is a financial advisor at RHL Group, LLC with 33 years of industry experience. He holds the ChFC® and Series 63 designations and has worked at RHL Group since 2009, with a ten-year tenure at Cambridge Investment Research Advisors prior to his current role. Outside of his advisory work, he owns Organized Legacy Program, LLC, which organizes clients’ post-death wishes into comprehensive summary books. RHL Group, LLC provides wealth management, investment management, and financial planning services to individuals, trusts, estates, pension plans, charities, and business entities. The firm employs a long-term investment approach that integrates fundamental, quantitative, and modern portfolio theory to build diversified portfolios and offers discretionary and non-discretionary portfolio management alongside specialized consulting services.

Wealth management Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies Private / alternative investments Founder/Business Owner Retired Executive
user avatar

Paul P

Series 63, Series 65

Holly, MI

RHL Group, LLC

Paul Puro is a financial advisor at RHL Group, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Cambridge Investment Research Advisors, Inc. for ten years. Outside of his advisory role, Paul is an independent insurance agent representing various companies and owns Puro Financial Services, LLC. RHL Group, LLC provides wealth management, investment management, and financial planning services to individuals, trusts, estates, pension and profit-sharing plans, charities, and business entities. The firm employs a long-term investment approach using fundamental, quantitative, and modern portfolio theory to build diversified portfolios, offering both discretionary and non-discretionary management along with retirement-plan consulting and specialized product management.

Wealth management Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies Private / alternative investments Founder/Business Owner Retired Executive
user avatar

Alexander F

Series 65

Holly, MI

RHL Group, LLC

Alexander Finsterwald is a financial advisor at RHL Group, LLC with one year of industry experience. He holds the Series 65 designation and has worked previously at Acorn Wealth Advisors, LLC, First State Bank, Level One Bank/First Merchants Bank, and Chemical Bank/TCF Bank/Huntington Bank. RHL Group, LLC provides wealth management, investment management, and financial planning services to individuals, trusts, estates, pension and profit-sharing plans, charities, and business entities. The firm employs a long-term investment approach grounded in fundamental, quantitative, and modern portfolio theory to build diversified portfolios tailored to client objectives.

Wealth management Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies Private / alternative investments Founder/Business Owner Retired Executive
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