A complete list of active advisors currently associated with Reinhardt Consulting
Warmer can help you find a great advisor at Reinhardt Consulting or one who fits your needs even better.
The firm provides written financial plans and non‑discretionary investment advisory services to individuals and families, offering one‑time engagements or ongoing planning and portfolio recommendations. It also provides paid tax filing and accounting services and technical assistance for acquiring and selling digital assets, and periodically offers educational seminars and workshops on financial planning and tax‑advantaged savings. Advisory recommendations are tailored to each client’s goals, risk tolerance, and time horizon and are based primarily on fundamental analysis and a long‑term, buy‑and‑hold approach; recommended allocations may include equities, fixed income, ESG/SRI funds, Community Development Financial Institution (CDFI) notes, private placements, and limited digital‑asset exposures. Digital‑asset advice is narrowly defined by technical and compliance criteria (federated byzantine agreement consensus and ISO 20022 messaging) and the firm monitors client accounts using client‑provided statements or read‑only access because it does not take custody or execute transactions. Notable distinctions include an hourly billing model (the brochure states a $250 per hour rate) and acceptance of payment in traditional methods or XRP, alongside the firm’s concurrent accounting/tax services and digital‑asset technical assistance, which the firm discloses and manages as potential conflicts of interest. The firm does not custody client assets or participate in wrap programs, documents discounts for certain clients during its launch year, and notes that its principal has passed the CFP® examination but has not yet obtained the CFP® certification.
To learn more about the advisors currently working at Reinhardt Consulting, 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 |
|---|---|---|
Newport, WA
| 1
|
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