Fee-only adviser · Natick, MA
Rheeco, Inc.
Rheeco, Inc. is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Natick, Massachusetts. On its latest Form ADV, filed February 20, 2026, it reports $119M in regulatory assets under management, 318 individual clients and 3 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 301106 · SEC file 801-132378 |
| Office | 47 Eliot Street Natick, MA 01760 |
| Phone | (508) 655-1185 |
| Website | rhee.co |
| Regulatory assets under management | $119M |
| Individual clients | 288 non-high-net-worth, 30 high-net-worth |
| Financial planning clients | 1-10 |
| How it charges | Percentage of assets, Hourly, Fixed fee |
| Services | Financial planning, Portfolio management |
| Employees | 4 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | February 20, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Natick
See all 4 fee-only advisers in Natick →
Nearby
- Wellesley 12 firms
- Sherborn 1 firm
- Wellesley Hills 1 firm
- Wayland 1 firm
- Framingham 9 firms
- Newton Lower Falls 1 firm
- Weston 2 firms
- Needham 10 firms
Comparing several firms? Tell us what you need and we will suggest fee-only advisers that fit. Work at Rheeco, Inc.? Update this listing.