A complete list of active advisors currently associated with Raton Wealth
Warmer can help you find a great advisor at Raton Wealth or one who fits your needs even better.
Ratón Wealth is an independent registered investment adviser that manages roughly $18 million for about 15 individual clients. The firm provides portfolio management alongside broader wealth and estate planning services and typically charges percentage-of-AUM advisory fees. The advisor holds CFP®, ChFC® and CEA credentials and emphasizes financial and estate planning as part of ongoing client relationships, delivering tailored portfolio management to individuals. Firm disclosures indicate it may employ active strategies including market timing in conjunction with its planning work. The advisor also operates an educational publishing company and serves as its editor in chief, and the firm produces periodicals/newsletters and offers educational seminars or workshops—activities that are uncommon among peers. The firm’s materials also advertise third‑party ratings, and its small client base supports a high level of direct advisor involvement in both investment management and client education.
To learn more about the advisors currently working at Raton Wealth, 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 |
|---|---|---|
Fishers, IN
| 25
|
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