Rhoda Woods
Rhoda Woods is a registered investment advisor at Foguth Wealth Management, LLC., based in Brighton, MI, with 2 years of industry experience. Rhoda operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 2,259 clients with $830M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Foguth Wealth Management's annual investment management fees are negotiable and range from 0.50% to 2.00% of the average daily balance of your portfolio. The fees are paid monthly in advance. If a third-party manager is used, their fee is separate from FWM's fee and will be directly debited from your account. Financial planning services are included in the investment management fee. Direct Indexing Models are offered through Orion Portfolio Solutions, LLC with a fee of 0.15%.
Location
325 W. Main St., Brighton, MI, 48116
Get directionsHistory
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 ActivitiesSells Insurance
Rhoda is a licensed insurance agent since 2018, spending a few hours per week on insurance sales. She also owns Alpha Omega Insurance and Financial Services, LLC, created for insurance sales, dedicating about 10-20% of her time to consultations and sales activities for various insurance products and financial coaching. Rhoda also works as an agent and contractor for AFLAC, spending a few hours per week on insurance and employee benefits consultations.
Employment History
Current Registrations
Foguth Wealth Management, LLC.
Previous Registrations
Perigon Wealth Management, LLC
Lumin Financial, LLC
State Registrations1 state
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.