# David Rhee

> David Rhee is a fee-only financial advisor at Rhee + Company in Natick, Massachusetts, who holds the CFP credential. David focuses on tax planning. Rhee + Company reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/david-rhee/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Rhee + Company
- **Based in:** Natick, Massachusetts
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $119.2M across 562 accounts
- **Credentials:** CFP
- **Specialties:** Tax planning
- **CRD:** 4729106 (https://adviserinfo.sec.gov/individual/summary/4729106)
- **SEC registration:** Investment adviser representative in MA
- **Exams passed:** Series 66 (2003)
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** http://rhee.co

## Frequently asked questions

### Is David Rhee a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Rhee + Company reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does David charge for financial advice?

David's firm, Rhee + Company, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is David Rhee based?

David Rhee is based in Natick, Massachusetts.

### What does David specialize in?

David's specialties include tax planning.

### What credentials does David Rhee hold?

David Rhee holds the CFP credential.

### Is David Rhee registered with the SEC?

Yes. David Rhee is registered as an investment adviser representative in MA (CRD 4729106), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Rhee + Company manage?

Rhee + Company reports $119.2M across 562 accounts in assets under management.

### How do I contact David Rhee?

Through David's website, rhee.co.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4729106): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://rhee.co/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.