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Rhett Wood

Investment Strategies, LLC
14 Years of Experience
Oklahoma City, OK
1 DisclosureSells Insurance
View SEC Summary
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Rhett Wood is a registered investment advisor at Investment Strategies, LLC, based in Oklahoma City, OK, with 14 years of industry experience. Rhett operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 144 clients with $8.8M in assets under management.

Investment Strategies, LLC
Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
144 clients
Average Client Portfolio
$61K average
Assets Under Management
$8.8M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Investment Strategies charges up to 2% annually for direct asset management. Platform and third-party manager fees apply separately when utilizing Betterment (0.91% total) or Gradient Investments (1.00% to 2.05% total depending on strategy, plus a $15 quarterly reporting fee). Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

932 SW 107th St, Suite 200, Oklahoma City, OK, 73170

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History

Regulatory History (1)
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Regulatory
August 2025
Final
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Rhett works as an insurance agent for Retirement Income Strategies, Inc. since 2017, providing insurance sales and services, dedicating about a quarter to half of his time to this business.

Employment History
Current Registrations
Investment Strategies, LLC
March 2014 - Present · 12 yrs 7 mos
Previous Registrations
Gradient Securities, LLCBroker
March 2013 - January 2014 · 10 mos
Nylife Securities LLCBroker
February 2012 - February 2013 · 1 yr
State Registrations2 states
OKTX
Advisor

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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