RA
CFP
RA
CFP

Rhea Aronhalt

19 Years of Experience
Rome, GA
Broker

Rhea Aronhalt is a CFP-designated registered investment advisor at Benjamin F. Edwards & Company, Incorporated, based in Rome, GA, with 19 years of industry experience. Rhea is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 10 more. Their firm serves 33,057 clients with $19B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
519 advisors
Number of Clients
33,057 clients
Average Client Portfolio
$572K average
Assets Under Management
$18.9B

Fee Structure

Minimum Investment:$5K
Investment management only (planning not offered)
Minimum Annual Fee:$125
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Maximum total wrap fee is 2.50% annually, combining advisor and manager fees. Specific strategy rates vary, and fees are fully negotiable.

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

1605 Martha Berry Boulevard Nw, Rome, GA, 30165

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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.

Learn about disclosures →
Employment History
Current Registrations
Benjamin F. Edwards & Company, Incorporated
October 2013 - Present · 13 yrs
Benjamin F. Edwards & Company, INC.Broker
October 2013 - Present · 13 yrs
Previous Registrations
Wells Fargo Advisors, LLC
January 2008 - October 2013 · 5 yrs 9 mos
Wells Fargo Advisors, LLCBroker
January 2008 - October 2013 · 5 yrs 9 mos
A. G. Edwards & Sons, INC.
August 2007 - January 2008 · 5 mos
A. G. Edwards & Sons, INC.Broker
July 2007 - January 2008 · 6 mos
State Registrations26 states
ALCACOCTFLGAINMAMDMEMIMOMSNCNENJNYOHORPASCTNTXVAWIWV
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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