RAINIER WEALTH PLANNING, LLC
Firm details
- Headquarters
- BATON ROUGE, Louisiana
- CRD number
- 338645
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Rainier Wealth Planning, LLC is organized as a limited liability company with an individual owner. The firm provides financial planning and portfolio management for individuals, small businesses, and other business or institutional clients, and it lists pension consulting among its advisory activities. Rainier also operates as an insurance broker and provides accounting services. Its fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. The record indicates the firm does not identify as an active ESG investor and is not characterized as a multi-state adviser; the SEC registration year is not listed.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 3Cristina Hethmon
Team LeadCRD 7846766
LAURA RAINIER
PartnerCRD 6874159
JASON RAINIER
Managing PartnerCRD 5783938
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
BATON ROUGE, LA
EAST BATON ROUGE
Location
BATON ROUGE, LA
Headquartered in BATON ROUGE, LA, in the South of the United States.
- Region
- South
- County
- EAST BATON ROUGE
- Address
- 9854 Professional Blvd
- Time zone
- CT (UTC-6)
- Office locations
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