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Rodefer Moss Wealth Management Group, LLC (Greeneville)


Rodefer Moss Wealth Management Group, LLC is a large advisory firm based in Greeneville. It manages $30.96 million of regulatory assets for 203 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdiction of Tennessee.




Rodefer Moss Wealth Management Group provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Rodefer Moss Wealth Management Group: assets under management

The assets under management (AUM) of Rodefer Moss Wealth Management Group, LLC is $30.96 million. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $29.25 million in discretionary accounts and $1.71 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $158.97 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $89.84 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Rodefer Moss Wealth Management Group, LLC for their services and products based on a percentage of assets under management and hourly charges. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Greeneville

The principal office where Rodefer Moss Wealth Management Group, LLC performs its advisory services is located at 185 Serral Drive, Greeneville, TN 37743, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 423/638-8144 or by fax 423/638-2979. The normal business hours are 8:00 a.m. - 5:00 p.m. on Monday - Friday.


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