Rhett Exley is a CFP, ChFC-designated registered investment advisor at Wealth Science Advisors LLC, based in Cumming, GA, with 16 years of industry experience. Rhett operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 5 more. Their firm serves 273 clients with $560M 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 | 1.50% |
Fees are generally a flat 1.50% annually, paid quarterly in advance. Fees are negotiable for accounts over $30,000,000.
Fee Estimator
Location
Cumming, GA
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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.
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Rhett owns Wealth Science Analytics, a psychological analytics and consulting business, since June 2023. He dedicates a few hours per week to this activity, all during securities trading hours.
Employment History
Current Registrations
Wealth Science Advisors LLC
Previous Registrations
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
State Registrations2 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
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