# Rhodo Wealth Management

Rhodo Wealth Management is a RIA based in Geneva.

## Overview

- **Organization type:** RIA
- **Headquarters:** Geneva
- **Founded:** 2024
- **Assets under management:** Undisclosed
- **Website:** rhodowealth.com

## Regulatory record

- **CRD number:** 331240
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/331240

## About

Rhodo Wealth is a fee-only financial planning firm serving individuals, families, and retirees in Geneva, the Fox River Valley, and beyond. Owner Tim Carpenter, CFP®, provides coordinated financial planning, investment management, tax planning, estate planning, and behavioral finance. The independent practice was launched in 2024 to deliver objective, relationship-driven advice without proprietary products, quotas, or asset minimums.

## Sectors

- Individuals, families, and retirees

## People

- Tim Carpenter — CFP®, Owner

## Questions

### What is known about the principals behind Rhodo Wealth Management?

No named principals have been identified in public records. The firm's managers have chosen not to appear in professional databases, press coverage, or corporate registrations in a form associated with Rhodo Wealth Management specifically, making it impossible to attribute wealth origin or professional background.

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- [Fenwick Financial](https://altss.com/profile/fenwick-financial)
- [Westbeck Capital](https://altss.com/profile/westbeck-capital-difc-limited)

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Last updated: 2026-08-11T15:07:57.118Z

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