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Rhea Yvonne Fears

Advocacy Wealth Management, LLC

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About Rhea Yvonne Fears

Rhea Yvonne Fears is a certified financial planner who has been in the financial services industry since June 2015. Rhea is currently registered with Advocacy Wealth Management, LLC as an investment advisor representative. Rhea's experience includes working with high-net-worth individuals, corporations, and charitable organizations. Rhea has worked for several large financial institutions, including Merrill Lynch, Bank of America, Morgan Stanley Smith Barney LLC, and Wells Fargo. Rhea specializes in financial planning, portfolio management for individuals, and portfolio management for pooled investment vehicles. Rhea is also registered as an investment advisor representative in Georgia.

Firm Information

Rhea Fears is currently registered with Advocacy Wealth Management, LLC. Advocacy Wealth Management, LLC is an Atlanta, GA-based registered investment advisor with over $1.7 billion in regulatory assets under management. The firm specializes in providing financial planning, portfolio management for individuals and pooled investment vehicles, and selection of other advisors. Advocacy Wealth Management serves a variety of client types, including high-net-worth individuals, individuals other than high-net-worth, charitable organizations, and corporations or other businesses.
Advocacy Wealth Management, LLC

3455 PEACHTREE ROAD NE

ATLANTA, GA 30326-3280

$1.72B

Assets Under Management

20

Total Clients

21

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Rhea Fears’s Registration & Firm History

GA

11/21/2024 - Present

Advocacy Wealth Management, LLC (Atlanta GA)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Rhea Yvonne Fears.
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