David Rhee
Rhee + Company · Natick, Massachusetts
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.
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Specialties
Facts
| Firm | Rhee + Company |
|---|---|
| Based in | Natick, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $119.2M across 562 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MA · CRD 4729106 |
| Exams passed | Series 66 (2003) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | rhee.co |
How David's firm compares
- Rhee + Company's average account is about $212,000, from its Form ADV (assets managed divided by 562 accounts).
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Questions about David
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Rhee + Company website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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