Alan Rhode, CFP® Modern Wealth LLC
- 3509 Reading Way , Huntingdon Valley, PA 19006
- (888) 692-3897
About Alan Rhode, CFP®
Hi, I’m Alan Rhode, the Founder and CEO of Modern Wealth. Through my EVOKE® Financial Life Planning process, I Empower People To Live Wealthy!
I’m an active and proud Member of the CFP Board, Penn State Alumni Association, XY Planning Network (XYPN), National Association of Personal Financial Advisors (NAPFA), the Fee Only Network, and Business Networking International (BNI).
With over a decade of experience, I’ve helped good people and families achieve what’s most important to them at prestigious firms such as Merrill Lynch, Morgan Stanley, and Goldman Sachs. I have also been featured and quoted in publications such as The Philadelphia Inquirer, The New York Times, MarketWatch, ABC, NBC, Fox News, Markets Insider, XY Planning Network, The Fee Only Network, PR Newswire and Ask.com.
I earned my Bachelor’s of Science degree in Finance from Penn State University and satisfied my CFP education requirement through the American College of Financial Services. I plan to continue my education by earning the Investments and Wealth Institute’s Certified Private Wealth Advisor® advanced designation and The Kinder Institute of Life Planning’s Registered Life Planner® designation.
In my free time, I enjoy amateur autocross racing, Philadelphia sports, softball, racquetball, working out, the beach, and spending time with my family and friends. They are everything to me.
Read Alan’s blog here: https://www.modernwealthllc.com/blog
- Financial Life Planning
- Socially Responsible Investing (SRI)
Ways Advisor Charges
- Monthly Fee
- Quarterly Fee
- Flat Fee
- Assets Under Management
- Monthly Fee: $150/mo
- Quarterly Fee: $450/qtr
- Flat Fee: $1000/engagement
- Assets Under Management: 1.00%