Rhonda Grover is a CFP-designated registered investment advisor at Wealth 360, LLC, based in Buford, GA, with 3 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, Investment Management, Retirement Planning. Their firm serves 131 clients with $69M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.35% |
| $500K - $750K | 1.25% |
| $750K - $1.0M | 1.15% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.60% |
Wealth 360 imposes a minimum annual fee based on the complexity of the engagement. The maximum advisory fee is capped and disclosed in the advisory agreement. The fee cap was established in 2025 and will be adjusted annually based on changes in the Consumer Price Index (CPI) or Personal Consumption Expenditure (PCE).
Fee Estimator
Location
1400 Buford Highway, Suite M-4, Buford, GA, 30518
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Wealth 360, LLC
State Registrations2 states
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