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 provides portfolio management, pension consulting, and financial planning to individuals, high‑net‑worth clients, charitable organizations, and business entities, and also offers ongoing advisement for held‑away accounts. The firm charges asset‑based advisory fees for portfolio management and delivers services through third‑party platforms and pooled investment vehicles. The firm documents an Investment Policy Statement for each client, generally seeks discretionary authority, and applies fundamental analysis and modern portfolio theory while employing long‑term strategies and options trading alongside mutual funds, ETFs, and private pooled investments. Rainier also conducts periodic reviews, monitors outside accounts it advises on, and discloses material relationships that could affect allocation decisions. Noteworthy distinctions include affiliated accounting and insurance activities: firm personnel are licensed insurance agents and the firm uses third‑party insurance broker/dealer platforms to make annuities and life insurance available, and an in‑house enrolled agent provides tax and accounting services. The firm offers formal pension consulting engagements and financial planning on fixed‑fee and hourly bases, and may serve as trustee or recommend proprietary pooled funds through platform relationships — all of which it discloses as potential conflicts of interest.
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
| 0
| |
Baton Rouge, LA
| 15
| |
Baton Rouge, LA
| 6
|
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