Todd
Rhine
Atlantis Wealth Advisors LLC
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About this Advisor
Todd Rhine is a certified financial planner operating in Hilton Head Island, South Carolina who has 8 years of industry experience. Rhine currently works for Atlantis Wealth Advisors LLC. The advisor has gained experience at Financial Profile Clinic, Inc, Fortis Investors, Inc, Woodbury Financial Services, Camelot Advisors LLC and Purshe Kaplan Sterling Investments. Rhine maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to work in South Carolina. Atlantis Wealth Advisors LLC is a financial advisory business based out of Maumee, OH. The company has offices in four locations and just four employees. It controls $113 million in total assets between its 831 client accounts, making it one of the mid-sized firms in the nation by assets under management. The firm advises three charitable organizations. Of its 831 client accounts, just 6% are associated with high-net-worth individuals who have at least $1 million in assets. Atlantis Wealth Advisors LLC has a wide range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and educational seminars. Fees for financial management usually vary depending on which services the firm provides the client. However, fee types billed by Atlantis Wealth Advisors LLC most likely are comprised of any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Atlantis Wealth Advisors LLC Brokerage Details
$113,052,575
4
831
$136,044
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Educational seminars/workshops
Todd Rhine Work History
Todd has been registered as a financial advisor for 8 years.*
Camelot Advisors LLC
Purshe Kaplan Sterling Investments
Financial Profile Clinic, Inc
Woodbury Financial Services
Fortis Investors, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Todd Rhine to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Atlantis Wealth Advisors LLC
Elkhart, IN
Hobart, WI
Dunedin, FL
Hilton Head Island, SC
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
