JeffRhame- Financial Advisor The Woodlands, TX

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About Jeff Rhame

At Rhame & Gorrell Wealth Management, we have built a firm for the future of financial planning, with the tools, research, resources, and talent that you deserve. We are local financial advisors in The Woodlands, providing Wealth Management, Investment Management, Financial Planning, Tax, and Retirement Planning.

Because of our dedication to getting to know our clients better, we're able to be more effective in creating a plan that helps you achieve your goals. We thrive on the relationships we build and establish a foundation of transparency and trust. Contact us for all of your investment and wealth management needs in The Woodlands.

See Disclosures

General Information

Firm Start Year

2016

No. of Employees

10-19

CRD#

2516452

Firm CRD#

283027

Insurance License#

863533

Name of Custodial Firm

Charles Schwab

States Licensed in

Years of Experience in Financial Services

Number of Years with Current Firm

Work Experience

Jeff has been honored with Top Professionals Five Star Wealth Managers, recognized by The Wall Street Journal and Texas Monthly, for the last 10 years in a row and twice as Best of The Woodlands Top Financial Advisors and Planners by Woodlands Online. For over 15 years, Jeff served as an adjunct professor for the University of Houston and Lone Star College Systems, teaching classes on Investment Management and Estate & Insurance Planning. As a member of the Financial Planning Association, he has also taught, and continues to teach, on & off-site retirement workshops for the employees of many Fortune 500 companies, such as ExxonMobil, Chevron. Jeff is proudly serving as a member of three organizations: Memorial Hermann Hospitals Advisory Board in The Woodlands, The Nelson Rusche College of Business Executive Advisory Board at Stephen F. Austin State University, and as the Vice-Chairman of the Tall Timbers District of The Boy Scouts of America. Jeff received a degree in Accounting from Stephen F. Austin State University, and through post graduate work at The University of Houston, achieved his status as a CERTIFIED FINANCIAL PLANNER^" practitioner.

Work with the following types of clients

Investment Clubs, Businesses, Individual Investors, Non-Profit Organizations

Advisory Services Provided

Tax Advice and Services, Financial Planning for Businesses, Financial Planning for Individuals, Education Funding and Planning, Risk Management, Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Insurance Products & Annuities, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting

Compliance

Registered Investment Advisor

Investment Advisor Representative

Acknowledged fiduciary

Qualifications & Membership

Certifications, Accreditations & Designations

CFP^®

Insurance and Annuity Licenses

Long Term Care, Disability, Life

Firm Information

Firm's Number of Clients

Firm's Number of Planning Clients

Firm's Number of Managed Clients

Assets Managed by Firm

$806,678,903

Advisor's Number of Clients

Advisor's Number of Managed Clients

Advisor's Number of Planning Clients

Assets Managed by Advisor

$806,678,903

Compensation and Fees

Fee Structure

Fee-Only

Minimum Portfolio Size for New Managed Accounts

$500000

Compensation Methods

Based on Assets

Additional Details on Charges

We believe in total fee transparency, which is why we post our fee schedule directly on our website: https://rgwealth.com/fee-transparency/

Education

Bachelor of Business Administration - Accounting

Stephen F. Austin University
01/01/1989 -01/01/1994

Certified Financial Planner Program -

University of Houston
01/01/2002 -01/01/2002

Disclosures

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Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1890172/paladinregistry-Rhame-&-Gorrell-Wealth-Management-detailed-disclosure.html

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Paladin Research Report For:

Jeff Rhame

Rhame & Gorrell Wealth Management