Firm
Rohde Wealth Management
Broadway, Virginia
Fee-only
Rohde Wealth Management at a glance
- One of 305 fee-only firms based in Virginia in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 4 individual clients.
- Its average account is about $181,000 (assets it manages divided by its 4 accounts).
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in Virginia · What fee-only advisors charge in Virginia
Facts
| Based in | Broadway, Virginia |
|---|---|
| Website | rohdewm.com |
| [email protected] | |
| Phone | (703) 731-1434 |
Rohde Wealth Management fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Asset-based fee | 1% a year on the first tier of assets |
|---|---|
| How it charges | Percentage of assets |
In the firm's words
"We charge a flat 1% annual fee based on Assets Under Management (AUM)." source
"We charge a flat 1% annual fee based on Assets Under Management (AUM)." 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 · Hourly |
|---|---|
| Assets managed | $1 million |
| Individual clients | 4 |
| Accounts managed | 4 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | June 23, 2026 |
| SEC record | CRD 338260 |