# Rheeco, Inc.

> Rheeco, Inc. is an SEC-registered investment advisory firm in Natick, MA, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 20, 2026.

- CRD: 301106
- Filed as: RHEECO, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Natick, MA
- Filing period: October 2026
- Form ADV filing dated: February 20, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/301106
- AdvisorCensus page: https://advisorcensus.com/firm/rheeco-inc-natick-ma-301106

## Quick answers

**How is Rheeco, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Rheeco, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Rheeco, Inc. charge?**
Its Form ADV Part 2A brochure dated February 20, 2026 states: Hourly rate: $400 an hour (financial planning services); Flat fee: $5,000 to $20,000 (Fixed fee engagement fees). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Rheeco, Inc. located?**
Rheeco, Inc.'s principal office is in Natick, MA, according to its Form ADV.

**Is Rheeco, Inc. registered with the SEC or a state?**
Rheeco, Inc. is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 301106.

**How much does Rheeco, Inc. manage?**
Rheeco, Inc. reports $119,224,000 in regulatory assets under management in its Form ADV filing dated February 20, 2026 (100% discretionary).

**How have Rheeco, Inc.'s assets and staff changed since 2025?**
In the Form ADV data for Rheeco, Inc.: Regulatory assets under management: $116,220,000 in the October 2025 data and $119,224,000 in the October 2026 data, up 3%. Total employees: 3 in October 2025 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Rheeco, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (288); high net worth individuals (30).

**Which custodians does Rheeco, Inc. use?**
Rheeco, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets.

**Does Rheeco, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/301106

**Does Rheeco, Inc. state an account minimum?**
Its Form ADV Part 2A brochure dated February 20, 2026 says: "Rheeco does not impose a minimum size to establish a relationship."

**What changed in Rheeco, Inc.'s recent Form ADV filings?**
In the March 2026 filing data: Employees performing advisory functions went from 2 to 3.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated February 20, 2026)

- Account minimum: None

> Rheeco does not impose a minimum size to establish a relationship.

- Hourly rate: $400 an hour (financial planning services)

> Hourly engagements are billed at an hourly rate of up to $400 per hour.

- Flat fee: $5,000 to $20,000 (Fixed fee engagement fees)

> Fixed fee engagement fees are negotiated based on the expected complexity and duration based on the Advisor’s hourly rate, but will typically range from $5,000 to $20,000.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Fidelity Brokerage Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $119,224,000
- Discretionary: $119,224,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 288 | $82,040,000 |
| High net worth individuals | 30 | $28,710,000 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $8,394,000 |
| Charitable organizations | Fewer than 5 | $80,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2025 (1 year)
- Employees: 4 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA, NH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- rhee.co

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $116,220,000 | 3 | June 11, 2025 |
| October 2026 | $119,224,000 | 4 | February 20, 2026 |

Regulatory assets under management: $116,220,000 in the October 2025 data and $119,224,000 in the October 2026 data, up 3%.
Total employees: 3 in October 2025 and 4 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Employees performing advisory functions went from 2 to 3.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Rheeco, Inc. (CRD 301106): Form ADV filing data as of October 2026.