Rainier Wealth Planning, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Rainier Wealth Planning, LLC is a recently registered investment adviser that provides portfolio management, financial planning, pension consulting, selection of third‑party managers, and trustee services. The firm states it serves individuals, high‑net‑worth individuals, charitable organizations and business entities and also offers ongoing advisory monitoring for held‑away accounts.
Rainier documents client objectives and risk tolerance in written Investment Policy Statements and applies fundamental analysis and modern portfolio theory to construct portfolios, primarily recommending mutual funds while also employing long‑term trading and options strategies. It typically seeks discretionary trading authority, provides regular portfolio monitoring, and may allocate client assets to affiliated pooled vehicles (the PFG Funds) available through a third‑party platform.
Noteworthy features include licensed insurance activity and platform affiliations (including membership arrangements that facilitate access to commission‑free insurance products through third‑party brokers) while some representatives may receive commissions for insurance sales; the firm discloses these conflicts. The adviser also offers tax and notarial services through a principal who is an IRS‑enrolled agent and civil law notary, accepts stored digital payment methods for planning fees (creating limited custody), and reported no assets under management as of September 2025.
Client services
Expertise
Occupation focus
Fee options
Fixed fees from $6,400 to $200,000 for financial planning and pension consulting services
$0 - $500,000: 1.50% $500,001+: 1.30%
$400 to $1,000 per hour for pension consulting and financial planning services
Main office
9854 Professional Blvd
Baton Rouge LA 70809
Advisors at this office
3
Most active in
Louisiana · Tennessee · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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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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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
Quick links
Advisors at this firm
Laura R
Series 66
Baton Rouge, LA
Rainier Wealth Planning, LLC
Laura Rainier is a financial advisor at Rainier Wealth Planning, LLC in Baton Rouge, LA, holding a Series 66 license with six years of industry experience. She previously worked at OSAIC, Pampered Chef, Osaic FA, Inc, Lincoln Financial Advisors, and Thompson Luke & Associates. In addition to her advisory role, she is a licensed independent insurance agent. Rainier Wealth Planning, LLC provides portfolio management, financial planning, pension consulting, and trustee services to individuals, high-net-worth clients, charitable organizations, and business entities. The firm uses written Investment Policy Statements, fundamental analysis, and modern portfolio theory to construct portfolios, primarily recommending mutual funds while employing long-term trading and options strategies.
Jason R
CFP®, Series 66
Baton Rouge, LA
Rainier Wealth Planning, LLC
Jason Rainier is a CFP® with 16 years of industry experience, currently serving at Rainier Wealth Planning, LLC. He previously worked at Lincoln Financial Advisors/OASIC FA, Inc. for 15 years. Outside of his advisory role, he provides tax preparation services as an IRS-enrolled agent and offers notarial services through his own business ventures. Rainier Wealth Planning, LLC provides portfolio management, financial planning, pension consulting, and trustee services to individuals, high-net-worth clients, charitable organizations, and business entities. The firm employs fundamental analysis and modern portfolio theory to construct portfolios, primarily recommending mutual funds alongside long-term trading and options strategies.
Cristina H
Series 66
Baton Rouge, LA
Rainier Wealth Planning, LLC
Cristina Hethmon is a financial advisor at Rainier Wealth Planning, LLC with one year of industry experience. She holds a Series 66 designation and previously worked at OSAIC Wealth, Inc. Outside of her advisory role, she serves as president of the Louisiana State University chapter of Alpha Kappa Psi, a professional business fraternity, and works as an independent insurance agent. Rainier Wealth Planning, LLC provides portfolio management, financial planning, pension consulting, and trustee services for individuals, high-net-worth clients, charitable organizations, and business entities. The firm uses written Investment Policy Statements to guide portfolio construction, relying on fundamental analysis and modern portfolio theory, and offers ongoing advisory monitoring for held-away accounts.
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