Rhodo Wealth Management LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 9, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$3,000⁠-⁠$10,000

“The Advisor also offers standalone financial planning services for a fixed engagement fee ranging from $3,000 to $10,000 per engagement.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Rhodo Wealth Management LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Fees for Advisory Services Wealth Management Services Wealth management fees are paid monthly, in advance of each calendar month, pursuant to the terms of the wealth management agreement.”
• “Fees may be negotiable at the sole discretion of the Advisor.”
• “Fees may be negotiable based on the nature and complexity of the services to be provided and the overall relationship with the Advisor.”

How Rhodo Wealth Management LLC’s fees compare

• Its flat or project fee of $3,000-$10,000 spans the Illinois median of $4,500. 70% of the 175 other Illinois planners that publish a flat or project fee charge less.
• 2 of the 2 other planners in Geneva that publish a flat or project fee charge less.

About Rhodo Wealth Management LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2024 (2 years).

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Minimum

$3,600 minimum fee (stated in brochure)

Clients

30

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$12,171,514

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

331240

Website

rhodowealth.com (opens in new tab)

Phone

(630) 277-9420

Other planners in Geneva that publish fees

• Leelyn Smith, LLCGeneva$150⁠-⁠$350/hr, $500⁠-⁠$5,000
• Long Planning, LLCGeneva$500⁠-⁠$5,000
• 15 Wealth Advisors LLCMundelein$250⁠-⁠$10,000/yr
• 1ST Advantage Financial Advisers, LLCLombard$200/hr
• Alo Financial PlanningMount Prospect$3,000
• Altair Advisers, LLCChicago$200⁠-⁠$500/hr

Compare all 4 planners in Geneva