RaynMaker Financial
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Raynmaker provides financial planning and consulting services to individuals, high‑net‑worth individuals, charitable organizations, and small businesses. Services are offered as either one‑time, project‑based engagements or ongoing membership tiers delivered through a secure digital client portal, with implementation of recommendations left to the client.
The firm’s analysis blends fundamental and technical security analysis with macroeconomic, sector, and occasional behavioral‑finance considerations to tailor advice around clients’ cash flow, tax sensitivity, and inflation exposure. Performance and recommendations are measured against appropriate benchmarks with an emphasis on risk‑adjusted results, and Raynmaker notes that all investment strategies carry the potential for loss.
Raynmaker departs from the common percent‑of‑assets fee model by structuring compensation around hourly work and subscription/membership fees rather than AUM charges, and it offers an Engagement Rewards program tied to portal activity. The firm does not take custody of client assets or exercise investment discretion, is newly registered in 2025, and restricts payments to its secure portal rather than accepting manual payment methods.
Client services
Financial planning
Expertise
General retirement planning
General tax planning
Cash flow / budgeting
Charitable giving & philanthropy
Business Financial Management
Fee options
$0+: $89 one-time fee (Registration & Data Mapping) $0+: $199/month (Children's Finance Club) $0+: $159/month (Silver) $0+: $199/month (Gold) $0+: $299/month (Platinum) $0 - $1.75 million: $599/month (Diamond) Above $1.75 million+: $599/month + 0.40% AUA (Black Diamond)
Standard rates: $189/hour for Investment Advisor Rep meetings, $149/hour for Senior Financial Analyst (Non-securities); Member rates: $169/hour and $129/hour respectively
Monthly fees ranging from $159/month to $599/month depending on membership tier; also a $89 one-time fee
Main office location
RaynMaker Financial
651 N. Sepulveda Blvd 2007
Los Angeles CA 90049, United States
Number of offices
1
Most active in
RaynMaker Financial has reported serving >5 clients in these states in the last 12 months.
Arizona · California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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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