# Jean-Paul Atallah

> Jean-Paul Atallah is a fee-only financial advisor at RZH Advisors in Stamford, Connecticut. RZH Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** RZH Advisors
- **Based in:** Stamford, Connecticut
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Fees (firm's website):** typically works with clients with $5,000,000 or more
- **Assets under management (firm):** $2.45B across 1,698 accounts
- **Works with:** Mid-life transitions, Multi-generational families, Divorced individuals
- **CRD:** 5506492 (https://adviserinfo.sec.gov/individual/summary/5506492)
- **SEC registration:** Investment adviser representative in CT, TX
- **Exams passed:** Series 66 (2009)
- **Firm size:** 11 employees
- **Disclosures:** None reported
- **Website:** https://www.rzhadvisors.com

## Frequently asked questions

### Is Jean-Paul Atallah a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Jean-Paul holds no broker registration, and RZH Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Jean-Paul charge for financial advice?

Jean-Paul's firm, RZH Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### How much does Jean-Paul charge?

According to RZH Advisors's website, checked October 30, 2026: typically works with clients with $5,000,000 or more.

### Where is Jean-Paul Atallah based?

Jean-Paul Atallah is based in Stamford, Connecticut.

### Is Jean-Paul Atallah registered with the SEC?

Yes. Jean-Paul Atallah is registered as an investment adviser representative in CT and TX (CRD 5506492), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does RZH Advisors manage?

RZH Advisors reports $2.45B across 1,698 accounts in assets under management.

### How do I contact Jean-Paul Atallah?

Through Jean-Paul's website, www.rzhadvisors.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5506492): 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://rzhadvisors.com/): 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.