A complete list of active advisors currently associated with RaynMaker Financial

Warmer can help you find a great advisor at RaynMaker Financial or one who fits your needs even better.

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.

To learn more about the advisors currently working at RaynMaker Financial, 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
Louis Carter II	Los Angeles, CA	2

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

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