Gregory Rhines
Gregory Rhines is a registered investment advisor at Wealth Builders Financial Group LLC, based in Westminster, MD, with 21 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 492 clients with $39M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 2.00% |
| $50K - $150K | 1.50% |
| $150K - $300K | 1.00% |
| $300K+ | 0.75% |
Advisory and financial planning fees are negotiable in certain cases.
Fee Estimator
Location
37 S. Cranberry Road, Suite A4, Westminster, MD, 21157-6276
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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 Activities
Gregory is the president of Wealth Builders CPA & Consultants, a management role he has held since 1992. This takes up nearly all of Gregory's time and he is compensated by salary and dividends.
Employment History
Current Registrations
Wealth Builders Financial Group LLC
Previous Registrations
Wealth Builders Financial Group LLC
Wealth Builders Financial Group LLC
Medallion Advisory Services, LLC
State Registrations1 state
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.