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Jeff + Rhame - Financial Advisor in The Woodlands, TX

Paladin Research Report For:

Jeff Rhame

Rhame & Gorrell Wealth Management

CFP®
1330 Lake Robbins Dr
Suite 360
The Woodlands, TX 77380
832-789-1100
Visit Website
https://rgwealth.com/

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
  • TX
Years of Experience in Financial Services
  • 27
Number of Years with Current Firm
  • 5
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
  • Non-Profit Organizations, Individual Investors, Businesses, Investment Clubs
Advisory Services Provided
  • Retirement Planning, 401K Rollovers, Financial Planning, Insurance Products & Annuities, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Portfolio Management

Compliance

Registered Investment Advisor
  • Yes
Investment Advisor Representative
  • Yes
Acknowledged fiduciary
  • Yes

Qualifications & Membership

Certifications, Accreditations & Designations
  • CFP®
Insurance and Annuity Licenses
  • Long Term Care, Life, Disability

Firm Information

Firm's Number of Clients
  • 390
Firm's Number of Planning Clients
  • 390
Firm's Number of Managed Clients
  • 390
Assets Managed by Firm
  • 490000000
Advisor's Number of Clients
  • 394
Advisor's Number of Managed Clients
  • 394
Advisor's Number of Planning Clients
  • 394
Assets Managed by Advisor
  • $496000000

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

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  • Office Address
    12150 Monument Drive, Suite 700
    Fairfax, VA, 22033
  • Telephones
    Tel: 703-651-2060
    Fax: 703-259-4487
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