# Timothy Rhee

> Timothy Rhee is a fee-only financial advisor at Rainier Family Wealth in Tacoma, Washington. Timothy focuses on estate & legacy planning and tax planning. Rainier Family Wealth reports charging a percentage of assets on its Form ADV.

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

## Facts

- **Firm:** Rainier Family Wealth
- **Based in:** Tacoma, Washington
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $331.5M across 446 accounts
- **Specialties:** Estate & legacy planning, Tax planning
- **CRD:** 6640626 (https://adviserinfo.sec.gov/individual/summary/6640626)
- **SEC registration:** Investment adviser representative in WA
- **Exams passed:** Series 66 (2024)
- **Firm size:** 5 employees
- **Disclosures:** None reported
- **Website:** https://www.rainierfamilywealth.com/

## Frequently asked questions

### Is Timothy Rhee a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Timothy holds no broker registration, and Rainier Family Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Timothy charge for financial advice?

Timothy's firm, Rainier Family Wealth, reports charging a percentage of assets on its SEC Form ADV.

### Where is Timothy Rhee based?

Timothy Rhee is based in Tacoma, Washington.

### What does Timothy specialize in?

Timothy's specialties include estate & legacy planning and tax planning.

### Is Timothy Rhee registered with the SEC?

Yes. Timothy Rhee is registered as an investment adviser representative in WA (CRD 6640626), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Rainier Family Wealth manage?

Rainier Family Wealth reports $331.5M across 446 accounts in assets under management.

### How do I contact Timothy Rhee?

Through Timothy's website, www.rainierfamilywealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6640626): 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://www.rainierfamilywealth.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.