Alan Michael Rhode
CFP®, CPWA®Professional Summary
Alan Michael Rhode, CFP®, CPWA®, who also goes by Alan M Rhode, is a registered financial advisor currently at MODERN WEALTH LLC located in Blue Bell, Pennsylvania. Alan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Alan has worked at 8 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Cashflow & Budgeting
- Financial Planning
- Social Security & Medicare Planning
- Estate & Legacy Planning
- Risk Management & Insurance
- Tax Planning
- Retirement Planning
- Business Services
- Investment Management
- Education Funding
Specializations
Biography
Hi, I'm Alan Rhode, the Founder and CEO of Modern Wealth LLC, the publisher of Live Wealthy Blog and Founder of the Live Wealthy Society. I'm an active and proud Member of the CFP Board, Penn State Alumni Association, XY Planning Network (XYPN), National Association of Personal Financial Advisors (NAPFA), the Fee Only Network, and Business Networking International (BNI). With over a decade of experience, I've helped good people and families achieve what's most important...
Other Aliases
Alan Michael Rhode, Alan M Rhode
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
Direct
(xxx) xxx-xxxx
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Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Credentials
Years of Experience
17 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
MODERN WEALTH LLC
Contact Information
Main Address
Blue Bell, PAPhone Number
(888) 692-3897# of Employees
1Documents
Regulatory Assets Under Management
Total Number of Accounts
295AUM (Assets Under Management)
$32,509,453Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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State Registrations and Notice Filings
(7/14/2025)
(4/3/2019)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Alan Michael Rhode's CRS (Customer Relationship Summary).
Services Offered by Alan
- Cashflow & Budgeting
- Financial Planning
- Social Security & Medicare Planning
- Estate & Legacy Planning
- Risk Management & Insurance
- Tax Planning
- Retirement Planning
- Business Services
- Investment Management
- Education Funding
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