Peichi Lo
Rhee + Company · Natick, Massachusetts
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.
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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 |
| SEC registration | Investment adviser representative in MA · CRD 7559457 |
| Exams passed | Series 65 (2022) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | rhee.co |
How Peichi'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 Peichi
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.
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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