A complete list of active advisors currently associated with Rainier Wealth Planning, LLC
Warmer can help you find a great advisor at Rainier Wealth Planning, LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at Rainier Wealth Planning, 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 |
|---|---|---|
Baton Rouge, LA
| 1
| |
Baton Rouge, LA
| 16
| |
Baton Rouge, LA
| 6
|
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