RINO INVEST Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
RINO INVEST Wealth Management LLC provides investment management and financial planning services, with advice generally limited to mutual funds, real estate funds (including REITs), equities and ETFs and a primary emphasis on real estate investments. As part of its planning offering, the firm conducts periodic educational seminars and workshops for clients.
The firm uses fundamental analysis and a long-term trading approach, often employing model allocations and discretionary authority to implement tailored portfolios while accommodating client-imposed investment restrictions. RIWM presents planning work on a fixed- or hourly-basis rather than relying on percentage-of-assets–under-management or performance-based fee arrangements, and it acknowledges a fiduciary duty when advising retirement accounts.
Notably, RIWM reports no discretionary or non-discretionary assets under management and no ongoing managed client accounts as of the most recent calculation, yet it provides both one-time financial plans and ongoing advisory services and workshops. The brochure also indicates the firm will require clients to use a specific broker-dealer for execution and does not engage third-party advisers, a combination that is atypical for firms positioned as investment managers.
Client services
Expertise
Fee options
Fixed financial planning fees ranging from $400 to $10,000 per year
$149 per hour
Fee-only: Fixed fees between $400 and $10,000 per year; Hourly fees of $149 per hour
Main office
Fairburn GA
Advisors at this office
1
Most active in
Georgia
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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