A complete list of active advisors currently associated with Rainey & Randall Wealth Advisors, Inc.
Warmer can help you find a great advisor at Rainey & Randall Wealth Advisors, Inc. or one who fits your needs even better.
Rainey & Randall Wealth Advisors provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, and also serves ERISA-qualified retirement plans in a limited-scope 3(21) fiduciary role. Services described in the brochure include customized asset-allocation-based portfolio management, financial planning, and participant education for retirement plans. The firm’s investment approach centers on diversified allocations using ETFs, mutual funds, and a mix of equities and fixed income tailored via client questionnaires and risk profiles, with implementation informed by modern portfolio theory and asset-allocation models. The brochure also discloses that certain strategies may involve options and other derivatives, and it details protocols around the use of leverage, margin interest, and covered-option trading when appropriate to a client’s objectives. What distinguishes the firm is its scale relative to team size — managing roughly $918 million across a four-advisor team, which yields an unusually high AUM per advisor for this firm type — and its disclosed non-investment activities: a principal is a licensed life/health/annuity insurance agent who may receive commissions, and the firm’s materials explicitly address the related conflict-of-interest considerations. The brochure further notes nuanced positions on borrowing and leveraged instruments (including disclosure of margin-related costs and a stated policy on leveraged/inverse ETFs), which may be more prominent than at many comparable advisory teams.
To learn more about the advisors currently working at Rainey & Randall Wealth Advisors, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Celebration, FL
| 6
| |
Herndon, VA
| 2
| |
Celebration, FL
| 24
| |
Celebration, FL
| 34
|
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