Celebration, FL Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Rainey & Randall Wealth Advisors, Inc.
Team
Firm-wide stats for Rainey & Randall Wealth Advisors, Inc.
About
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.
Expertise
Location
610 Sycamore Street, Suite 340
Celebration FL 34747
Advisors at this office
3
Advisors at this office
Dillon D
Series 63, Series 65
Celebration, FL
Rainey & Randall Wealth Advisors, Inc.
Dillon Dunn is a financial advisor at Rainey & Randall Wealth Advisors, Inc. with six years of industry experience. He holds the Series 63 and Series 65 designations and has worked at several firms including Charles Schwab & Co., Inc. and Lockheed Martin. Rainey & Randall Wealth Advisors provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, along with limited-scope fiduciary services for ERISA-qualified retirement plans. The firm emphasizes diversified, asset-allocation-based strategies tailored to client risk profiles, utilizing ETFs, mutual funds, equities, fixed income, and, when appropriate, options and derivatives.
Michael R
Series 63, Series 65
Celebration, FL
Rainey & Randall Wealth Advisors, Inc.
Michael Rainey is a financial advisor with Rainey & Randall Wealth Advisors, Inc. He holds Series 63 and Series 65 licenses and has 24 years of industry experience. Since 1999, he has been with Rainey & Randall Investment Management, Inc. He also works as an independent insurance agent, addressing insurance-related client needs on a limited basis outside of business hours. Rainey & Randall Wealth Advisors is a registered investment adviser serving individual and high-net-worth clients with discretionary portfolio management, financial planning, and limited-scope ERISA retirement-plan services. The firm manages approximately $820 million in discretionary assets and uses tailored asset-allocation models combining mutual funds, ETFs, and selected individual securities based on a blend of modern portfolio theory and various analytical methods.
Wayne R
CFP®, Series 63, Series 65
Celebration, FL
Rainey & Randall Wealth Advisors, Inc.
Wayne Randall is a Certified Financial Planner® with 34 years of industry experience. He has been with Rainey & Randall Investment Management, Inc. since 1999. In addition to his advisory role, he works as an independent insurance agent, providing insurance-related products outside regular business hours. Rainey & Randall Wealth Advisors serves individual and high-net-worth clients with discretionary portfolio management, financial planning, and ERISA retirement-plan services. The firm’s investment approach uses tailored asset-allocation models based on mutual funds, ETFs, individual equities, and fixed income, incorporating modern portfolio theory alongside fundamental, technical, and cyclical analysis.
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