Devon Klumb, CFP®, BFA™ RhineVest

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About Devon Klumb, CFP®, BFA™

We’re the outcasts. We never fit in at the banks, the insurance companies, or other investment firms. We’re the ones who couldn’t ignore our conscience to sell lucrative financial products. All of us believe there’s a better way. That’s why we exist.

Our goal is to empower you and bring clarity to your financial situation.
RhineVest was created to bring fee-only, fiduciary advice to the people who need it most. Our team uses an advanced technology platform, which allows us to serve smaller balance clients more effectively. This allows us to spend more time on the issues that matter to you and less time pushing paperwork.

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Ideal Clients

  • Cash Flow/Budgeting
  • Family Financial Planning
  • Gen X
  • Retirement Planning

Ways Advisor Charges

  • Monthly Fee
  • Assets Under Management

Fee Options

  • Monthly fee: $65/mo
  • AUM: 0.80%

 

SEC Records

States Registered

  • Ohio

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