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CFP
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CFP

Todd Rhine

Ibn Financial Services, INC
33 Years of Experience
Hilton Head Island, SC
BrokerSells Insurance
View SEC Summary
View SEC Summary

Todd Rhine is a CFP-designated registered investment advisor at Ibn Financial Services, INC, based in Hilton Head Island, SC, with 33 years of industry experience. Todd is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 519 clients with $88M in assets under management.

Ibn Financial Services, INC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
26 advisors
Number of Clients
519 clients
Average Client Portfolio
$169K average
Assets Under Management
$87.7M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fees generally range from 0.50% to 2.00% per year depending on account size and complexity. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

7 Finch Street, Hilton Head Island, SC, 29926

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History

Regulatory History
Clean regulatory record

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.

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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
October 2015 - Present · 11 yrs
Atlantis Wealth Advisors LLC
June 2015 - Present · 11 yrs 4 mos
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
June 2015 - October 2015 · 4 mos
Woodbury Financial Services, INC.
March 2003 - June 2015 · 12 yrs 3 mos
Woodbury Financial Services, INC.Broker
September 1993 - June 2015 · 21 yrs 9 mos
State Registrations17 states
AKCAFLGALAMINCNJNMNYOHORPASCTXUTWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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