Tanya
Rhodes
Empirical Wealth Management
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About this Advisor
Tanya Rhodes is a certified financial planner and chartered financial analyst working out of Seattle, Washington with a total of 2 years of industry experience. Rhodes is currently employed by Empirical Wealth Management. During their career, Rhodes has held roles at Ronald Blue & Company, Miller Advisors, Inc, Lakeview Financial Group LLC, U.S. Trust, Private Ocean and Empirical Wealth Management. Rhodes has a Series 63 license, which qualifies them as a securities representative, and is able to advise clients in Washington. Empirical Wealth Management is a registered investment company based in Seattle, WA. The firm has offices in 11 locations and a total of 65 employees. It oversees $4 billion in assets under management between its 6,280 client accounts, making it one of the biggest firms in the country by assets under management. Of its 6,280 accounts, 62% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. The firm performs a diverse range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. A financial advisor's fees are based on which services the firm provides the client. Fees charged by Empirical Wealth Management can consist of asset-based, hourly, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Empirical Wealth Management Brokerage Details
$4,178,934,091
65
6,280
$665,435
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Tanya Rhodes Work History
Tanya has been registered as a financial advisor for 2 years.*
Empirical Wealth Management
Private Ocean
Lakeview Financial Group LLC
Miller Advisors, Inc
U.S. Trust
Ronald Blue & Company
*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 Tanya Rhodes 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 Empirical Wealth Management
Irvine, CA
Portland, OR
Seattle, WA
Seattle, WA
Seattle, WA
Seattle, WA
Seattle, WA
Anchorage, AK
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.
