Alan Rhode, CFP® Modern Wealth LLC

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About Alan Rhode, CFP®

We are a Fiduciary and Fee-Only Financial Planning firm empowering our clients to Live Wealthy. We specialize in Life Planning, Behavioral Finance and Socially Responsible Investing.

We believe that by merging our client’s goals, values, behaviors, resources and technology into a simple process, we can ensure our clients can live the life they want and know they will be okay.

We are a Financial Advisor and Life Planner for all types of people and have unique financial planning and Investment Management strategies helping Millennial, Generation X, and Baby Boomer clientele.

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Ideal Clients

  • Financial Life Planning
  • Socially Responsible Investing (SRI)

Ways Advisor Charges

  • Monthly Fee
  • Quarterly Fee
  • Flat Fee
  • Assets Under Management

Fee Options:

  • Monthly Fee: $100/mo
  • Quarterly Fee: $300/qtr
  • Flat Fee: $250/engagement
  • AUM: 1%

SEC Records:

States Registered

  • Pennsylvania

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