TB
CFP

Timothy Lee Blanchard

25 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)
Number of Advisors
13 advisors
Number of Clients
623 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$863.3M

Fee Structure

Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1000K1.30%
$1.0M - $1.5M1.05%
$1.5M - $2.5M0.95%
$2.5M - $3.5M0.85%
$3.5M - $5.0M0.80%
$5.0M - $7.0M0.70%
$7.0M - $15.0M0.65%
$15M+0.55%

Fees may be negotiable based upon certain criteria.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Minimum Annual Fee:$4,000

You'll pay an annual fee based on the value of your managed assets, as shown in the rate table. For example, a portfolio of $1 million to $1,499,999 would be charged 1.05%. The annual fee is charged quarterly, in advance. RGWM generally imposes a minimum quarterly fee of $1,000, which may cause clients with smaller portfolios to incur a higher effective fee rate. Fees may be negotiable.

Areas of Practice
Financial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningInsurance PlanningInvestment Management
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Advisor Information

Office location

1330 Lake Robbins Drive, Suite 360, The Woodlands, TX, 77380

Get directions
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
April 2016
Denied
Other Business Activities

Timothy is involved in real estate rental activities since April 2023. This investment-related activity requires minimal time.

Employment History
Current Registrations
Rhame & Gorrell Wealth Management
November 2024 - Present · 1 yr 2 mos
Previous Registrations
LPL Financial LLC
June 2024 - November 2024 · 5 mos
LPL Financial LLC Broker
June 2024 - November 2024 · 5 mos
Charles Schwab & Co., INC.
June 2011 - April 2024 · 12 yrs 10 mos
Charles Schwab & Co., INC. Broker
June 2011 - April 2024 · 12 yrs 10 mos
Ameriprise Financial Services, INC.
August 1998 - November 2009 · 11 yrs 3 mos
Ameriprise Financial Services, INC. Broker
August 1998 - November 2009 · 11 yrs 3 mos
Ids Life Insurance CompanyBroker
August 1998 - July 2006 · 7 yrs 11 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.
Timothy Lee Blanchard - Financial Advisor | AdvisorDiscover