Alan Rhode is a CFP-designated registered investment advisor at Modern Wealth LLC, based in Blue Bell, PA, with 12 years of industry experience. Alan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Corporate Executives, Education Planning, and 7 more. Their firm serves 85 clients with $33M 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 $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2M+ | 0.80% |
Standard investment management fees are paid quarterly in arrears and are negotiable. Private Wealth Management tier starts at 1.25% for the first $1,000,000 with a $1,000,000 account minimum.
Fee Estimator
Contact
Alan Rhode
Location
Blue Bell, PA
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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
Alan is the founder and CEO of Modern Wealth Coaching, providing financial coaching services. This activity requires minimal time and does not involve financial planning or investment advice.
Employment History
Current Registrations
Modern Wealth LLC
Previous Registrations
United Capital Financial Advisers
Ameriprise Financial Services, INC.
Mycio Wealth Partners, LLC
Janney Montgomery Scott LLC
Morgan Stanley Smith Barney LLC
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
Additional Information
With over a decade of experience and active memberships in the CFP Board, The Investment and Wealth Institute, The Value Growth Company, The Exit Planning Institute, and the Kinder Institute of Life Planning, I’ve helped individuals, families, and businesses navigate their financial journeys with confidence.
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