Alan Rhode
Modern Wealth · Blue Bell, Pennsylvania
Alan Rhode is a fee-only financial advisor at Modern Wealth in Blue Bell, Pennsylvania, who holds the CFP, RLP and CPWA credentials. Alan charges a percentage of assets (no asset minimum) and focuses on founders (pre-exit), small business owners and retirement planning.
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Specialties
Who they serve
- Founders
- Physicians
Facts
| Firm | Modern Wealth |
|---|---|
| Based in | Blue Bell, Pennsylvania |
| Fee model | Percentage of assets |
| Fees (firm's website) | No asset minimum |
| Accepting new clients | Yes |
| Assets under management | $32.5M across 295 accounts |
| Credentials | CFP · RLP · CPWA |
| SEC registration | Investment adviser representative in FL, PA · CRD 5637499 |
| Exams passed | Series 66 (2009) · Series 63 (2009) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | modernwealthllc.com |
| Profile |
How Alan's firm compares
- Modern Wealth's average account is about $110,000, from its Form ADV (assets managed divided by 295 accounts).
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Questions about Alan
Is Alan Rhode a fee-only financial advisor?
Yes. Alan Rhode is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Alan's firm.
How does Alan charge for financial advice?
Alan charges a percentage of assets.
How much does Alan charge?
According to Modern Wealth's website, checked October 28, 2026: no asset minimum.
Where is Alan Rhode based?
Alan Rhode is based in Blue Bell, Pennsylvania.
What does Alan specialize in?
Alan's specialties include founders (pre-exit), small business owners, retirement planning, tax planning, estate & legacy planning and physicians & residents. Alan works with founders and physicians.
What credentials does Alan Rhode hold?
Alan Rhode holds the CFP, RLP and CPWA credentials.
Is Alan Rhode registered with the SEC?
Yes. Alan Rhode is registered as an investment adviser representative in FL and PA (CRD 5637499), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Modern Wealth manage?
Modern Wealth reports $32.5M across 295 accounts in assets under management.
How do I contact Alan Rhode?
Through Alan's website, modernwealthllc.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Modern Wealth website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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