Rhp Wealth Management

Royal Harbor Partners, LLC, operating as RHP Wealth Management, is a registered investment adviser based in Houston, TX. Established in June 2019, the firm specializes in financial planning, consulting, and wealth management services. With assets under management totaling $307,027,066 as of December 2024, RHP tailors its services to meet individual client needs, offering a range of investment strategies from conservative to aggressive. Clients can engage RHP for stand-alone financial planning, project-based consulting, and retirement plan consulting services. The firm charges fees based on assets under management, with minimum annual fees varying based on service levels. RHP does not impose account minimums but may accept clients with smaller portfolios based on specific criteria. The firm acts as a fiduciary, providing investment discretion and monitoring client portfolios continuously. RHP recommends the custody, brokerage, and clearing services of Charles Schwab & Co., Inc. for client accounts. The firm does not accept compensation for the sale of securities and does not provide performance-based fees. Clients receive regular account statements and reports, and RHP does not accept proxy voting authority for client securities. The firm's Code of Ethics ensures compliance with securities laws and sets standards for conduct. RHP has not been involved in any material legal or disciplinary events in the past ten years.