Rhodo Wealth Management
Geneva, Illinois
Rhodo Wealth Management at a glance
- One of 330 fee-only firms based in Illinois in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 30 individual clients, 3 of them high net worth.
- Its average account is about $134,000 (assets it manages divided by its 91 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Illinois · What fee-only advisors charge in Illinois
Facts
| Based in | Geneva, Illinois |
|---|---|
| Website | rhodowealth.com |
| [email protected] | |
| Phone | (630) 277-9420 |
Questions about Rhodo Wealth Management
How much does Rhodo Wealth Management charge?
Rhodo Wealth Management publishes these prices: one-time plan: from $5,000. We found this on its website, checked October 28, 2026.
Does Rhodo Wealth Management have an account minimum?
No. Rhodo Wealth Management says it has no account minimum. We found this on its website, checked October 28, 2026.
How is Rhodo Wealth Management paid?
Rhodo Wealth Management's Form ADV says it is paid by: percentage of assets, fixed fees.
How many advisors does Rhodo Wealth Management have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Rhodo Wealth Management.
What is the average account at Rhodo Wealth Management?
Rhodo Wealth Management's average account is about $134,000. That's the assets on its Form ADV divided by its 91 accounts.
What does Rhodo Wealth Management specialize in?
Rhodo Wealth Management's advisors and website list retirement planning, estate & legacy planning, tax planning and divorce financial planning.
Is Rhodo Wealth Management accepting new clients?
Yes, according to Rhodo Wealth Management's website, checked October 28, 2026.
Rhodo Wealth Management fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| One-time plan | From $5,000 |
|---|---|
| Account minimum | None |
| How it charges | One-time plans or projects · Percentage of assets |
In the firm's words
"One-time financial plan, $5,000 and up" source
"no minimum assets to work with me" source
"Annual fee on assets under management. Includes investment management." source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $12 million |
| Individual clients | 27 |
| High-net-worth clients | 3 |
| Accounts managed | 91 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | March 9, 2026 |
| SEC record | CRD 331240 |