Dwayne Reinike
Advisor at Valiant Financial Planning, LLC
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.
Advisor at Valiant Financial Planning, LLC
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
Valiant Financial Planning, LLC
Location
Kirkland, WA
Credentials
CFP®, ChFC®, Series 66
Industry experience
5 years
Dwayne Reinike is a financial advisor at Valiant Financial Planning, LLC in Kirkland, WA, holding CFP® and ChFC® designations with five years of industry experience. His prior work includes roles at Edward Jones and First Command Brokerage Services Inc, as well as service in the United States Navy. Valiant Financial Planning, LLC is an independent, fee-only firm serving individual clients, including high-net-worth households, with comprehensive financial planning and discretionary investment management. The firm employs customized asset allocation strategies combining passive and active investments, guided by Modern Portfolio Theory and client-specific goals, and uses a tiered, fixed annual fee structure based on asset thresholds.
Based on Valiant Financial Planning, LLC
$0 - $249,999.99: Hourly at $400/hour $250,000 - $499,999.99: $4,200 annually (1.68%) $500,000 - $999,999.99: $6,300 annually (1.26%) $1,000,000 - $1,999,999.99: $8,400 annually (0.84%) $2,000,000 - $2,999,999.99: $12,000 annually (0.60%) $3,000,000 - $3,999,999.99: $14,400 annually (0.48%) $4,000,000 - $4,999,999.99: $16,800 annually (0.42%) $5,000,000 - $5,999,999.99: $19,200 annually (0.384%) $6,000,000 - $6,999,999.99: $19,200 annually (0.32%) $7,000,000 - $7,999,999.99: $21,600 annually (0.308%) $8,000,000 - $8,999,999.99: $21,600 annually (0.27%) $9,000,000 - $9,999,999.99: $24,000 annually (0.266%) $10,000,000+: $24,000 annually (0.24%)
$400 per hour for Project-Based Financial Planning and hourly billing if AUM falls below $250,000 or if fixed fee exceeds 2.00% of AUM
Fee-only: Comprehensive Financial Planning Services charged as flat annual fees based on tiered schedule; Project-Based Financial Planning Services at $400/hour (negotiable)
Kirkland, WA
Texas · Washington
Valiant Financial Planning, LLC
2025 - Present (1 year)
Edward Jones
2020 - 2025 (5 years)
Self-Employed
2020 - 2020 (1 year)
First Command Brokerage Services Inc
2020 - 2020 (1 year)
Paycom
2019 - 2020 (1 year)
Leeward Community College
2017 - 2019 (2 years)
United States Navy
2011 - 2019 (8 years)
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