Rainier Wealth Planning, LLC

Overview

Rainier Wealth Planning, LLC is a privately held limited liability company that acts as a capital allocator and adviser to individual and small-business clients. The firm combines financial planning and portfolio management with non-advisory business lines: it is active as an insurance broker and provides accounting services. Its advisory services explicitly cover financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for businesses or institutions, pension consulting, and the selection of other advisers. The firm uses a mix of fee arrangements, including a percentage-of-AUM option alongside hourly and fixed-fee engagements. Rainier Wealth Planning is not identified as an active ESG investor and is not designated as a multi-state adviser in the provided data. The snapshot classifies ownership as individual and notes the firm functions as a capital allocator that engages third‑party managers.

Investments & Alternatives

Location & Offices