Stephen Rhodes is a CFP-designated registered investment advisor at Signify Wealth LLC, based in St. Louis, MO, with 23 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 114 clients with $360M 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 | 1.00% |
Fees may be negotiable. For client directed investments, Signify Wealth charges 0.50% of the investment value.
Fee Estimator
Location
7750 Clayton Road, Suite 100, St. Louis, MO, 63117
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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
Stephen manages real estate property, owns Katalysis Ventures LLC (a holding company for private investments), and is a licensed insurance agent. He also owns Signify Business Management LLC (business management services) and Signify Holding Corporation (holding company for Signify Wealth LLC).
Employment History
Current Registrations
Signify Wealth LLC
Previous Registrations
Saxony Securities, INC.Broker
National Planning CorporationBroker
Gilford Financial CORP.
Gilford Securities IncorporatedBroker
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
American General Securities Incorporated
American General Securities IncorporatedBroker
State Registrations2 states
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