Todd Rhine is a CFP-designated registered investment advisor at Ibn Financial Services, INC, based in Hilton Head Island, SC, with 32 years of industry experience. Todd operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 768 clients with $180M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IBN Financial Services charges a percentage of the value of your investments each year. This fee generally ranges from 0.50% to 2.00%. The exact fee depends on factors like the size of your account and the complexity of your assets. Fees above 2% require compliance approval. There may be additional fees charged by the custodian or separate account managers.
Location
7 Finch Street, Hilton Head Island, SC, 29926
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Todd is involved in several business activities, including insurance brokerage operations through Financial Profile Clinic Inc, which takes about a quarter of his time. He also participates in school development, manages commercial property, facilitates book development, consults for The Heritage Institute, serves as an endowment committee consultant for a church, works as an IAR for Camelot Advisors, and is a member of a family flooring store.
Employment History
Current Registrations
Ibn Financial Services, INC.Broker
Atlantis Wealth Advisors LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
State Registrations17 states
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