RaynMaker Financial
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Raynmaker Financial is a small independent advisory firm formed in 2025 that provides financial planning and consulting services to individuals, high-net-worth clients, charitable organizations, and small businesses. Rather than managing client portfolios, the firm focuses on planning, analysis, and implementation guidance and does not custody client assets.
The firm combines fundamental and technical analysis with macroeconomic and behavioral insights to inform recommendations, tailoring advice to each client’s cash flow, tax sensitivity, and risk tolerance and measuring outcomes against appropriate benchmarks. Services are delivered through a tiered subscription model, hourly project work, and a secure digital client portal where clients receive and access an actively maintained financial plan; the firm charges membership and hourly fees instead of percentage-of-AUM advisory fees.
Noteworthy operational features include a multi-tier membership structure with varying portal access and services and an Engagement Rewards Program that grants non-cash points for verified platform engagement and activities. As a recently established, small team, Raynmaker does not provide discretionary trading, does not participate in wrap programs or revenue-sharing with broker-dealers, and leaves custody and execution choices to clients.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
$189/hour standard rate for Investment Advisor Rep meeting; $149/hour standard rate for Senior Financial Analyst (non-securities). Member rates are $169/hour and $129/hour respectively.
Monthly fees ranging from $89 one-time fee for registration and data mapping, up to $599/month plus 0.40% for accounts above $1.75M depending on membership tier.
Main office
Los Angeles CA
Advisors at this office
1
Most active in
Arizona · California
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
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