RHS Financial

Financial Advisor in Brisbane, CA

Firm Info
Address: 4171 24th St # 101, San Francisco, CA 94114, USA
Phone: (415) 495-2900

Firm Size
Assets Under Management: $185.3 million
# of Advisors: 3
# of Clients: 593
Client to Advisor Ratio: 198:1
Average Account Size: $312,523
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Portfolio Management for Businesses or Institutional Clients
  • Pension Consulting Services
  • Selection of Others Advisors
  • Educational Seminars & Workshops

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Charitable Organizations

Available Fee Structures
  • Percentage of Assets Under Management (AUM)

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Rhs Financial, LLC Overview

RHS Financial, LLC is a fee-only Registered Investment Advisory firm headquartered in San Francisco, CA. The firm has been providing investment advice only since 2018. RHS Financial, LLC specializes in financial planning and portfolio management services for individuals and small businesses, as well as businesses or institutional clients. In addition, the firm offers pension consulting services, selection of other advisors, and educational seminars and workshops to better equip their clients in making informed investment decisions. As a fee-only firm, RHS Financial, LLC is committed to providing objective, fiduciary advice that places the needs and interests of clients before their own. This means that the firm does not earn commissions or referral fees from third parties, and clients can expect transparency in all interactions. The experienced team at RHS Financial, LLC takes a comprehensive approach to wealth management by considering each client's unique financial goals and circumstances. This approach allows the firm to deliver customized portfolio management solutions and sound financial advice that helps clients achieve their long-term financial objectives. Overall, RHS Financial, LLC offers a range of professional investment services that are geared towards helping both individuals and businesses navigate the ever-changing financial landscape with confidence and peace of mind.

RHS Financial, LLC serves a diverse range of clients that include individuals, high net worth individuals, and charitable organizations. The firm's team of financial experts offers personalized services that cater to the unique needs of each client. Whether clients need financial planning, investment management, estate planning, or retirement planning, RHS Financial, LLC has the expertise to deliver results. When it comes to the fee structures for its services, RHS Financial, LLC offers options that are based on the service provided. For investment management, the firm charges a percentage of assets under management (AUM). This fee structure means that clients pay a percentage of the total amount of money the firm manages on their behalf. For other services, such as financial planning, RHS Financial, LLC charges an hourly rate or a fixed fee based on the scope of the work. The firm's fee structures are designed to be transparent and competitive, ensuring that clients receive the best value for their money. Overall, RHS Financial, LLC is committed to supporting clients on their journey towards achieving their financial goals.

Typical Clients, Fee Structures & Investment Minimum

Unfortunately, the Part 2 Brochure for RHS FINANCIAL, LLC does not mention an investment minimum.

How This Office Can Help Brisbane, CA Residents

RHS Financial is a financial advisory firm that helps clients in Brisbane, CA, achieve their financial goals through personalized financial planning and investment management services. As a resident of Brisbane, you may be facing unique financial situations such as high home prices, fluctuating job market, and high taxes. RHS Financial has experienced financial advisors who develop custom plans to help clients navigate through such situations. One service RHS Financial offers is retirement planning. With the high cost of living in Brisbane, saving for retirement can be challenging. RHS Financial works with clients to develop personalized retirement plans that address their specific financial goals and objectives. Additionally, with a team of investment managers, they create investment portfolios that aim to grow clients' investments to meet their retirement needs. RHS Financial also offers tax planning services to minimize the impact of high taxes on the client's financial plan. By creating customized solutions, RHS Financial provides clients in Brisbane, CA, with financial peace of mind.

To view the Minimum Investment and Fee Schedule for Rhs Financial, LLC, visit their Part 2 Brochure.

Services Offered by Rhs Financial, LLC

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Rhs Financial, LLC most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Unavailable
Hourly
Subscription (Newsletter or Periodical)
Fixed Fees (Other than subscription)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 4171 24th St # 101, San Francisco, CA 94114, USA
Phone (415) 495-2900
Directions
Google My Business Reviews:
5 Stars

Other Office Locations

This firm has no other locations.

State Registrations

Rhs Financial, LLC is registered to service clients in the following states:

  • California
  • Texas

Disciplinary History

Rhs Financial, LLC does not have any disclosures. Please visit it's Form ADV for more details.

FREQUENTLY ASKED QUESTIONS

Fiduciary Financial Advisor FAQs