RHP Wealth Management

RHP Wealth Management at a glance

• One of 690 fee-only firms based in Texas in the Wellspent graph.
• 5 advisors are listed here; 2 of 5 hold the CFP.
• Its Form ADV reports 9 employees and 205 individual clients, 117 of them high net worth.
• Its average account is about $536,000 (assets it manages divided by its 643 accounts).

Fee-only advisors in Texas · What fee-only advisors charge in Texas

Facts

RHP Wealth Management fees

RHP Wealth Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.

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

Advisors at this firm (5)

• Glenn Royal

  CFP

• Lingyun Yang

• Matthew Berti

  CFP

• Michele Jones

• Natalie Picha

Other fee-only firms in Houston

• RMH Capital Advisors
• Ryerson Financial
• Sahni
• Saxon Financial Group
• Sequent Asset Management
• Seren Wealth Advisors
• SM Scherr Financial
• Southmore Financial Advisory

Fee-only advisors in Texas