Jeff Rhame
Rhame & Gorrell Wealth Management
1330 Lake Robbins Dr
Suite 360
The Woodlands, TX 77380
8327891100
About Rhame & Gorrell Wealth Management
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
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
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
Yes
Investment Advisor Representative
Yes
Acknowledged fiduciary
Yes
Qualifications & Membership
Certifications, Accreditations & Designations
CFP®
Insurance and Annuity Licenses
Long Term Care, Disability, Life
Firm Information
Firm's Number of Clients
390
Firm's Number of Planning Clients
390
Firm's Number of Managed Clients
550
Assets Managed by Firm
741000000
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
RothIRA.org provides referrals to financial professionals. RothIRA.org is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for RothIRA.org to make these referrals, resulting in a conflict of interest.
Additional Detailed Disclosures
https://www.rothira.org/disclosure/1890172/rothira-Rhame-&-Gorrell-Wealth-Management-detailed-disclosure.html