Rhonda Arnett
Rhonda Arnett is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Tacoma, WA, with 27 years of industry experience. Rhonda is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Maximum annual fee percentage is 2.25% of assets under advisement. Specific fees are negotiable with your financial advisor based on time, complexity, and portfolio size.
Fee Estimator
Location
1301 A Street, Ste 800, Tacoma, WA, 98402
Get directionsHistory
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 Activities
Rhonda works as a senior wealth advisor for both Columbia Wealth Advisors and Umpqua Bank since 2001. She dedicates about half of her time to each of these roles.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Cetera Investment Advisers LLC
Cetera Investment Services LLC
Cetera Investment Services LLCBroker
Edward D. Jones & CO., L.P.Broker
State Registrations7 states
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
More Advisors
- Joseph CurielRaymond James Financial Services Advisors, INC
- Elizabeth Peterson, CFPMorgan Stanley
- Alyssa Morley, CFPMorgan Stanley
- Timothy Scheuffele, CFPEdward Jones
- John Walsh, CFPFinancial Insights Wealth Management
- Michael Ruff, CFARainier Family Wealth, INC.