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 ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Rainier Wealth Planning, LLC is an individually owned limited liability company that provides fee-based financial planning and investment advisory services. Its advisory scope includes portfolio management for individuals and small businesses as well as for business and institutional clients, pension consulting, and the selection of outside advisers. The firm also performs brokerage and accounting activities, operating as an insurance broker and an accountant in support of client needs. Rainier offers multiple billing options — percentage-of-assets, hourly fees, and fixed-fee engagements — and identifies itself as a capital allocator, meaning it places client capital with external managers when appropriate. The firm is not an active ESG investor according to the available data.
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Location
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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