Advisor at Rainey & Randall Wealth Advisors, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Rainey & Randall Wealth Advisors, Inc.
Location
Celebration, FL 34747
Credentials
Series 63, Series 65
Industry experience
6 years
Dillon Dunn is a financial advisor at Rainey & Randall Wealth Advisors, Inc. with 5 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Lockheed Martin, AJ Wealth, Charles Schwab & Co., and Florida Financial Advisors. Rainey & Randall Wealth Advisors serves individual and high-net-worth clients with discretionary portfolio management, financial planning, and limited-scope ERISA retirement plan services. The firm’s investment approach uses tailored asset-allocation models primarily composed of mutual funds and ETFs, incorporating modern portfolio theory alongside fundamental, technical, and cyclical analysis.
Based on Rainey & Randall Wealth Advisors, Inc.
Based on Rainey & Randall Wealth Advisors, Inc.
$0 - $500,000: 1.25% annually $500,000 - $1,000,000: 1.15% annually $1,000,000 - $2,000,000: 0.95% annually $2,000,000 - $5,000,000: 0.75% annually $5,000,000 - $7,500,000: 0.50% annually $7,500,000 - $10,000,000: 0.35% annually $10,000,000 - $25,000,000: 0.25% annually $25,000,000+: 0.20% annually
Insurance products commissions earned by licensed insurance agent
Financial planning hourly rate not to exceed $300/hour
Account minimum: $500,000 Fee-only: Financial planning charged hourly, not to exceed $300/hour; fees may be waived if investment portfolio is managed
610 Sycamore Street, Suite 340
Celebration, FL 34747
Florida
Rainey & Randall Investment Management, Inc.
2023 - Present (3 years)
Lockheed Martin
2022 - 2023 (1 year)
AJ Wealth
2022 - 2022 (1 year)
AJ Wealth
2020 - 2022 (2 years)
Charles Schwab
2019 - 2020 (1 year)
IFS Securities Inc.
2018 - 2018 (1 year)
Florida Financial Advisors
2018 - 2018 (1 year)
University of Florida
2016 - 2019 (3 years)
Community Bank & Trust of Florida
2015 - 2016 (1 year)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, CFA®, Series 66
Orlando, FL
Jake Carris Financial Planning
Series 65
Orlando, FL
New Era Advisory
Series 65
Celebration, FL
Black Raven Investments, LLC
CFP®, Series 66
Celebration, FL
Prosperity Financial Planning LLC
CFA®
Orlando, FL
Monterra Advisors, LLC
Series 65
Orlando, FL
Sparrow Wealth Management
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")