Rhodes & Fletcher, LLC

Rhodes & Fletcher, LLC (CRD# 148760) is a financial advisory firm headquartered in San Francisco, CA. They manage $49,536,000 in 238 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
465 California Street, Suite 838, San Francisco, CA 94104
http://www.rhodesfletcher.com
By the Numbers
  • Total Assets Under Management
    50
    MILLION
  • Total Number of Accounts
    238
    ACCOUNTS
  • Average Account Value
    $208,134
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Rhodes & Fletcher, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Pamela Rhodes, financial advisor Mountain View CA
Pamela E. Rhodes
CRD#: 1373096
465 California Street, Suite 838, Mountain View, CA 94041
96
Wealthminder
score

Pamela Rhodes (CRD# 1373096) is an Investment Advisor Representative working at Rhodes & Fletcher, LLC in Mountain View, CA and has over 26 years of experience in the finance industry. Pamela Rhodes has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Sean Fletcher, financial advisor San Francisco CA
Sean A. Fletcher
CRD#: 2705795
465 California Street, Suite 838, San Francisco, CA 94104
93
Wealthminder
score

Sean Fletcher (CRD# 2705795) is an Investment Advisor Representative working at Rhodes & Fletcher, LLC in San Francisco, CA and has over 15 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals