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Randall Rhyner

28 Years of Experience
Overland Park, KS
Broker

Randall Rhyner is a registered investment advisor at Smith Moore & CO., based in Overland Park, KS, with 28 years of industry experience. Randall operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Insurance Planning, and 2 more. Their firm serves 3,901 clients with $2B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
43 advisors
Number of Clients
3,901 clients
Average Client Portfolio
$515K average
Assets Under Management
$2.0B

Fee Structure

Minimum Annual Fee:$400

Smith Moore charges an annual fee for managing your investments, ranging from 0.5% to 3% of the value of your portfolio. The fee is calculated quarterly based on the average value of your account. The exact fee is negotiable and depends on factors like the amount of assets managed and the complexity of your portfolio. You'll also pay other charges like administrative service fees and internal fees charged by mutual funds and ETFs.

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Location

40 Corporate Woods, 9401 Indian Creek Parkway Suite 1050, Overland Park, KS, 66210

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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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Employment History
Current Registrations
Smith Moore & CO.
June 2009 - Present · 17 yrs 1 mo
Smith, Moore & CO.Broker
June 2009 - Present · 17 yrs 1 mo
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 2000 - June 2009 · 9 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 1999 - June 2009 · 9 yrs 8 mos
Commerce Brokerage Services, INC.Broker
January 1994 - May 1996 · 2 yrs 4 mos
State Registrations14 states
CODEILKSMAMONCNJNYPASCTNVAWY
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.
Randall Rhyner - Financial Advisor | TrueAdvisor