Tim Carpenter
Rhodo Wealth Management · Geneva, Illinois
Tim Carpenter is a fee-only financial advisor at Rhodo Wealth Management in Geneva, Illinois, who holds the CFP credential. Tim charges a one-time planning fee and a percentage of assets (one-time plans from $5,000 and no asset minimum) and focuses on retirement planning, estate & legacy planning and tax planning.
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Specialties
Who they serve
- Pre-retirees
- Retirees
- Early-career professionals
- Mid-life transitions
Facts
| Firm | Rhodo Wealth Management |
|---|---|
| Based in | Geneva, Illinois |
| Fee model | One-time planning fee · Percentage of assets |
| Fees (firm's website) | One-time plans from $5,000 · No asset minimum |
| Accepting new clients | Yes |
| Assets under management | $12.2M across 91 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in IL, TX · CRD 6576821 |
| Exams passed | Series 63 (2015) · Series 65 (2020) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | rhodowealth.com |
| Profile |
How Tim's firm compares
- A one-time plan starts at $5,000, above the Illinois median of $2,625 for fee-only firms that publish prices.
- Rhodo Wealth Management's average account is about $134,000, from its Form ADV (assets managed divided by 91 accounts).
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Questions about Tim
Is Tim Carpenter a fee-only financial advisor?
Yes. Tim Carpenter is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Tim's firm.
How does Tim charge for financial advice?
Tim charges a one-time planning fee and a percentage of assets.
How much does Tim charge?
According to Rhodo Wealth Management's website, checked October 28, 2026: one-time plans from $5,000; no asset minimum.
Where is Tim Carpenter based?
Tim Carpenter is based in Geneva, Illinois.
What does Tim specialize in?
Tim's specialties include retirement planning, estate & legacy planning, tax planning and divorce financial planning. Tim works with pre-retirees, retirees, early-career professionals and mid-life transitions.
What credentials does Tim Carpenter hold?
Tim Carpenter holds the CFP credential.
Is Tim Carpenter registered with the SEC?
Yes. Tim Carpenter is registered as an investment adviser representative in IL and TX (CRD 6576821), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Rhodo Wealth Management manage?
Rhodo Wealth Management reports $12.2M across 91 accounts in assets under management.
How do I contact Tim Carpenter?
Through Tim's website, rhodowealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Rhodo Wealth Management website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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