Rhodo Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
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
25 N River Ln
Geneva IL 60134
Advisors at this office
1
Most active in
Illinois · 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 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.
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