Rhonda Bowden
RB
CFP
Rhonda Bowden
RB
CFP

Rhonda Bowden

2 Years of Experience
Portsmouth, NH

Rhonda Bowden is a CFP-designated registered investment advisor at Hanai Financial, based in Portsmouth, NH, with 2 years of industry experience. Rhonda operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Contact

Rhonda Bowden
RB
Rhonda Bowden

Location

Portsmouth, NH

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Hanai Financial
November 2023 - Present · 2 yrs 5 mos
State Registrations1 state
NH
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Additional Information

I have spent my career working in finance as a Certified Financial Advisor, entrepreneur, and real estate investor. As a widow I have personally experienced the hardship of losing a loved one and navigating the financial changes that occur. For the last 15 years I have done financial planning as a federal contractor for the Department of Defense/Military. My main focus has been centered on developing income streams in order to safeguard assets and create a workable plan for a secure retirement.

Rhonda Bowden
RB
Contact
Rhonda Bowden