Getting Started

We’ll help you on your journey toward financial independence.

If you are interested in pursuing a relationship with us, please call us at (425) 610-9762 or contact us. We offer no-charge informational appointments to those who appear to be a match for our services. Relationships are a vital part of our business—prospective clients have the opportunity to meet face to face with Alice Rhodes to discuss the particulars of their situation and to ask questions about services.

We welcome you to review our firm’s brochure to learn more about the services we offer and our methods of practice. Then, complete the Prospective Client Questionnaire in preparation for your initial consultation.

A.L. Rhodes Informational Brochure (PDF document)

Prospective Client Questionnaire (Word document)

We offer our services two ways: via Hourly Services or Total Financial Management Services. The best fit for you depends on your financial situation and goals, and we will work with you to determine your best course of action. Our rates for Hourly Services are $200/hour with a minimum service of 10 hours.

Total Financial Management Services are available based on this fee schedule:

Total Financial Management Services
Value of Portfolio Under Management Quarterly Fee Equivalent Annual Fee
First $500,000 .25% 1.00%
$500,000-$1 million .1875% .75%
$1 million-$2 million .125% .5%
Above $2 million .05% .2%

Minimum advisory fee: $5,000/year