Jeff Rhame
1330 Lake Robbins Dr, Suite 360
Firm Start Year
2016
No.of Employees
10-19
CRD#
2516452
Firm CRD#
283027
Insurance License#
863533
Name of Custodial Firm
Charles Schwab
States Licensed in
TX
Years of Experience in Financial Services
27
Number of Years with Current Firm
5
Work Experience
Jeff has been honored with Top Professionals Five Star Wealth Managers, recognized by The Wall Street Journal and Texas Monthly, for the last 10 years in a row and twice as Best of The Woodlands Top Financial Advisors and Planners by Woodlands Online. For over 15 years, Jeff served as an adjunct professor for the University of Houston and Lone Star College Systems, teaching classes on Investment Management and Estate & Insurance Planning. As a member of the Financial Planning Association, he has also taught, and continues to teach, on & off-site retirement workshops for the employees of many Fortune 500 companies, such as ExxonMobil, Chevron. Jeff is proudly serving as a member of three organizations: Memorial Hermann Hospitals Advisory Board in The Woodlands, The Nelson Rusche College of Business Executive Advisory Board at Stephen F. Austin State University, and as the Vice-Chairman of the Tall Timbers District of The Boy Scouts of America. Jeff received a degree in Accounting from Stephen F. Austin State University, and through post graduate work at The University of Houston, achieved his status as a CERTIFIED FINANCIAL PLANNER" practitioner.
Work with the following types of clients
Individual Investors, Investment Clubs, Businesses, Non-Profit Organizations
Advisory Services Provided
Risk Management, Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Insurance Products & Annuities, Estate Planning & Trusts
Registered Investment Advisor
Yes
Investment Advisor Representative
Yes
Acknowledged fiduciary
Yes
Compliance Disclosures in Last 5 years
Have a clean record
Criminal Disclosures in Last 5 years
Have a clean record
Certifications, Accreditations & Designations
CFP®
Insurance and Annuity Licenses
Life, Disability, Long Term Care
Firm's Number of Clients
390
Firm's Number of Planning Clients
390
Firm's Number of Managed Clients
390
Assets Managed by Firm
490000000
Advisor's Number of Clients
394
Advisor's Number of Managed Clients
394
Advisor's Number of Planning Clients
394
Assets Managed by Advisor
$496000000
Fee Structure
Fee-Only
Minimum Portfolio Size for New Managed Accounts
$500000
Compensation Methods
Based on Assets
Additional Details on Charges
We believe in total fee transparency, which is why we post our fee schedule directly on our website: https://rgwealth.com/fee-transparency/
Bachelor of Business Administration - Accounting
Stephen F. Austin University
01/01/1989 - 01/01/1994
Certified Financial Planner Program -
University of Houston
01/01/2002 - 01/01/2002