A complete list of active advisors currently associated with Rainey Wealth Management LLC
Warmer can help you find a great advisor at Rainey Wealth Management LLC or one who fits your needs even better.
Rainey Wealth Management LLC provides investment management, financial planning, and portfolio review services to individuals, high-net-worth clients, and sophisticated self-directed investors. The firm offers ongoing discretionary and non-discretionary portfolio management as well as standalone services such as portfolio second opinions and one‑time portfolio checkups, and it coordinates with independent third‑party professionals when clients request it. The firm applies a mix of fundamental, technical, cyclical, and charting analysis within a framework informed by modern portfolio theory, and it constructs portfolios using both active and passive vehicles tailored to each client’s risk tolerance and objectives. Rainey operates as a fee-only adviser and, notably for a firm in an institutional-oriented category, makes hourly and fixed-fee consulting and planning engagements available in addition to asset-based management. Distinctive features include its emphasis on standalone, independent reviews (with periodic follow-ups) designed to complement existing adviser relationships or self-directed strategies rather than sponsoring wrap programs or pooled products. The firm does not custody client assets, does not charge performance-based fees, and recommends use of an institutional custody platform while implementing trades on an individual-account basis rather than through block trading.
To learn more about the advisors currently working at Rainey Wealth Management LLC, 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 |
|---|---|---|
Salt Lake City, UT
| 0
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