Rhett Wood
Rhett Wood is a registered investment advisor at Investment Strategies, LLC, based in Oklahoma City, OK, with 13 years of industry experience. Rhett operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 154 clients with $6.3M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Investment Strategies, LLC charges a fee based on the value of your portfolio, not to exceed 2% annually. This fee may be negotiable, and households may combine accounts for a reduced rate. Fees are billed quarterly. When using Betterment, the fee is 0.93% annually, which includes Betterment's platform fee of 0.16% and Investment Strategies, LLC's fee of 0.75%.
Location
932 SW 107th St, Suite 200, Oklahoma City, OK, 73170
Get directionsHistory
Regulatory History (1)
Regulatory
August 2025Other 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
Previous Registrations
Gradient Securities, LLCBroker
Nylife Securities 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.