RHP WEALTH MANAGEMENT
SEC RegisteredEmpowered Living Through Comprehensive Wealth Management
About the firm
At RHP Wealth Management, based in Houston, Texas, fiduciary advisors provide goals-based financial planning, investment management, retirement planning, and wealth transfer strategies designed to help clients align their finances with what matters most to them. The firm takes a holistic view, integrating investments, cash flow, insurance, and estate considerations into personalized plans.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Goals-based financial planning, investment and asset management, retirement planning, wealth transfer and estate planning, tax planning strategies, C-suite and executive financial services, financial coaching, life insurance, and tailored services for HNW/UHNW clients.
Who they serve
Individuals growing wealth, planning for retirement, or preparing to leave a legacy, as well as C-suite executives, business owners, and high-net-worth and ultra-high-net-worth individuals.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 88 | $26M |
| High Net Worth Individuals | 117 | $306M |
| State/Municipal Entities | 4 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
5 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Less than $7,500,000 | 1.00% |
| Next $7,500,000 - $10,000,000 | 0.85% |
| Next $10,000,000+ | 0.60% |
Data as of February 6, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. RHP WEALTH MANAGEMENT has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.