# Peichi Lo

> Peichi Lo is a fee-only financial advisor at Rhee + Company in Natick, Massachusetts. Peichi 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/peichi-lo/
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
- **Specialties:** Tax planning
- **CRD:** 7559457 (https://adviserinfo.sec.gov/individual/summary/7559457)
- **SEC registration:** Investment adviser representative in MA
- **Exams passed:** Series 65 (2022)
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** http://rhee.co

## Frequently asked questions

### Is Peichi Lo a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Peichi 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 Peichi charge for financial advice?

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

### Where is Peichi Lo based?

Peichi Lo is based in Natick, Massachusetts.

### What does Peichi specialize in?

Peichi's specialties include tax planning.

### Is Peichi Lo registered with the SEC?

Yes. Peichi Lo is registered as an investment adviser representative in MA (CRD 7559457), 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 Peichi Lo?

Through Peichi's website, rhee.co.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7559457): 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.