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WealthRhino membership plans provide members with unlimited access to their dedicated WealthRhino financial advisory team and online financial planning dashboard.

We believe that having a fiduciary financial advisor as part of your team should be as universal as health insurance, or a gym membership, or Netflix. Your financial health is just as important as your mental & physical health, and it should be in the hands of a professional you trust. 

Join WealthRhino today and let’s maximize your financial health!

Individual Plan

Individual Plan

For career-driven individuals who are ready to take the next step to organize their finances and build wealth.

What's included:

  • Dedicated, fully-licensed Financial Advisor on-call 24/7 to consult with
  • Comprehensive Financial Plan - design, implementation, & updating
  • Online access to financial planning dashboard & account-linking
  • Planning for taxes, budgeting, debt, saving, investing, insurance, & more
  • Investment portfolio monitoring & strategies; including 401(k) & 403(b) accounts
  • Quarterly Meetings - In-Person, Virtual, or by Phone
  • Member Center - exclusive members only events, member community, and an educational library with over 500+ articles, videos, & ebooks.
Family Plan

Family Plan

For new and growing families who are planning for the future and want sound advice to make secure financial decisions.

What's included:

  • Everything included in the Individual Plan, plus...
  • 529 Education Funding - planning, monitoring, & reviews
  • Life Insurance - analysis, planning, & monitoring
  • Disability & Long-Term Care Insurance - assessment, planning, & implementation
  • Basic estate planning guidance
  • Employee benefit planning & review
  • Dual-income maximization strategies



Everyone's situation is unique. If you're a business owner, tech executive, multi-generational family, entrepreneur, or have more complex needs than what's included in our base plans, we can add-on additional services to make sure you're covered:

Some examples of add-ons:

  • Advanced tax-planning, management, & reduction strategies
  • 401k/403b Retirement Plan setup & management 
  • Employee stock option planning: ESOPs, RSUs, ISOs, ESOs, SARs, & more!
  • Real Estate - analysis, strategy, advice, & 1031 exchange planning
  • Advanced employee benefit analysis & planning
  • Charitable giving & estate planning strategies
Investment Management

Investment Management

WealthRhino creates custom investment portfolios to meet the unique goals and needs of our members. We have access to the world’s top professional institutional money managers and we’re able to bring them to our clients without a minimum account size.

  • Account Minimum? = $0!
  • Types of Accounts? = Any Type of Account!
  • Tax Management? = Our tax overlay program reduces your taxes!
  • Investments? = Access to the best SMA & ETF strategies used by institutional investors!
  • Regular updates? = Meet in-person, virtually, or by phone every quarter!
  • Fees? = Transparent! Our fees are among the lowest in the industry and is all-inclusive of trading, administration, management, accounting, & more! 
Hourly Projects & Consultations

Hourly Projects & Consultations

If you're not ready to commit or if you need advice on a specific project or area of your financial life, WealthRhino also provides hourly consultations.

  • No minimum number of hours! (billed in whole hours)
  • Begins with no-cost, no-obligation 15-minute "Get-To-Know-You" call to gather information and discuss your objective.
  • Come prepared, ask anything you want!
  • Decide when and how much financial planning you need and pay for.
  • Discounted pricing for large projects available!
  • Must complete New Member Agreements prior to start of the project.