A complete list of active advisors currently associated with Rodino Wealth Management LLC
Warmer can help you find a great advisor at Rodino Wealth Management LLC or one who fits your needs even better.
Rodino Wealth Management LLC provides discretionary and non-discretionary asset management and related financial planning to individuals, high‑net‑worth individuals, trusts, estates, charitable organizations, and business entities; the firm reports about 17 clients and manages roughly $1.3 million in client assets. The adviser charges fees based on a percentage of assets under management and offers financial planning review topics (wills, estate planning, taxes, qualified plans, insurance, retirement income, Social Security, and college planning) at no additional cost. The firm tailors investment programs to documented client goals and risk tolerances using fundamental and technical analysis, conducts quarterly account reviews that address rebalancing and tax‑loss harvesting, and allows clients to grant either discretionary or non‑discretionary authority. RWM requires the use of a specific custodian (Charles Schwab & Co.) for client accounts, manages each account separately rather than aggregating trades, and does not routinely vote client proxy ballots. Distinctive features include that the firm’s founder and sole advisor holds an APMA designation, founded the firm in 2025, and maintains a licensed insurance agent activity that generates commission compensation but is disclosed and limited to under 10% of the advisor’s time. For a small, recently formed independent advisory firm, the combination of no account minimums, included financial planning services, the advisor’s insurance affiliation, and the firm’s separate‑account trading practice are notable details for prospective clients to consider when evaluating potential conflicts and execution practices.
To learn more about the advisors currently working at Rodino Wealth Management LLC, 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 |
|---|---|---|
Latrobe, PA
| 3
|
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