Rainier Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Rainier Wealth Management serves individuals (including high‑net‑worth clients) and business entities, providing comprehensive portfolio management as well as financial planning and consulting. Its planning work covers common areas such as retirement, estate and education planning and extends to corporate and tax‑related services including cost segregation studies and corporate structure and real estate analysis.
The firm blends fundamental and technical methods (including charting and cyclical analysis) and employs a range of strategies from long‑term investing to shorter‑term trading, including margin and option writing where appropriate. Accounts are managed on both discretionary and non‑discretionary bases with regular reviews and periodic rebalancing.
Distinctive features include a bundled advisory option that incorporates trade execution costs into the advisory arrangement and a close custodial/clearing relationship with LPL Financial; the firm’s principals are also registered representatives and licensed insurance agents, which can result in commissionable securities and insurance sales. Compared with many peers of similar size, Rainier’s offering of business‑oriented services (e.g., cost segregation, corporate structure advice) and its explicit use of active technical trading approaches are notable.
Client services
Expertise
Fee options
Financial planning and consulting flat fees generally range from $1,000 to $5,000.
$0 - $250,000: 1.50% annually (non-bundled) or 1.75% annually (bundled) $250,001 - $500,000: 1.25% annually (non-bundled) or 1.50% annually (bundled) $500,001 - $1,000,000 (bundled) or $2,000,000 (non-bundled): 1.00% annually (non-bundled above $500,000 to $2 million); 1.25% annually (bundled above $500,000 to $1 million) $1,000,001 - No limit (bundled): Negotiable annual percentage of assets charge (bundled) $2,000,001 - No limit (non-bundled): Negotiable annual percentage of assets charge (non-bundled)
Securities sales for commission by supervised persons as registered representatives of LPL Financial; potential conflicts of interest disclosed.
$200 per hour for financial planning and consulting services.
Account minimum: $33,000 Minimum fee: Minimum annual fee of $500 per household for Comprehensive Portfolio Management (results in minimum asset level approx. $33,000 since below that assets charged $500 minimum fee) Fee-only: Hourly fees: $200 per hour; Flat fees: $1,000 to $5,000 for financial planning and consulting.
Main office
Chelan WA
Advisors at this office
2
Most active in
Washington
Also doing business as
Martin Wealth Management, LLC · Rainier Wealth Management LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Robert M
CFP®, Series 63, Series 65
Chelan, WA
Rainier Wealth Management LLC
Robert Martin is a CERTIFIED FINANCIAL PLANNER™ professional with 32 years of industry experience. He has worked at Rainier Wealth Management LLC since 2012 and previously held roles at Merrill and Banc of America Investment Services. Martin provides investment advisory services through Rainier Wealth Management, an independent firm he leads as president and chief compliance officer. Rainier Wealth Management serves individuals, including high-net-worth clients, and business entities with comprehensive portfolio management, financial planning, and consulting. The firm combines fundamental and technical investment methods and offers services ranging from long-term investing to active trading strategies, with distinctive business-oriented planning and a bundled advisory fee structure.
Chad H
Series 63, Series 65
Chelan, WA
Rainier Wealth Management LLC
Chad Hedzik is a financial advisor with Rainier Wealth Management LLC in Chelan, WA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at Rainier Wealth Management and LPL Financial since 2014, with prior experience at Merrill and Banc of America Investment Services, Inc. since 2003. Rainier Wealth Management serves individuals, including high-net-worth clients, and business entities by providing portfolio management, financial planning, and consulting services. The firm combines fundamental and technical analysis with strategies ranging from long-term investing to active trading, while offering specialized business-oriented services such as corporate structure advice and cost segregation studies.
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