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 and appears to be individually owned. Publicly listed attributes indicate the firm offers both advisory and non-advisory services: financial planning and portfolio management for individuals, small businesses, and institutional clients, plus pension consulting. It also operates as an insurance broker and provides accounting services. Fee arrangements include a mix of percentage-of-AUM billing, hourly charges, and fixed fees. FINTRX does not show an SEC registration year for the firm, and it is not flagged as a multi-state adviser, an active ESG investor, or a capital allocator.
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 3
Cristina 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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