Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$918,192,298
Total clients
332
59% high-net worth
Total advisors
4
of 7 employees
Firm size
Team
4-10 advisors or $500M+ in AUM
Average clients per advisor
83
Average account size
$2,765,639
Rainey & Randall Wealth Advisors provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, and also serves ERISA-qualified retirement plans in a limited-scope 3(21) fiduciary role. Services described in the brochure include customized asset-allocation-based portfolio management, financial planning, and participant education for retirement plans.
The firm’s investment approach centers on diversified allocations using ETFs, mutual funds, and a mix of equities and fixed income tailored via client questionnaires and risk profiles, with implementation informed by modern portfolio theory and asset-allocation models. The brochure also discloses that certain strategies may involve options and other derivatives, and it details protocols around the use of leverage, margin interest, and covered-option trading when appropriate to a client’s objectives.
What distinguishes the firm is its scale relative to team size — managing roughly $918 million across a four-advisor team, which yields an unusually high AUM per advisor for this firm type — and its disclosed non-investment activities: a principal is a licensed life/health/annuity insurance agent who may receive commissions, and the firm’s materials explicitly address the related conflict-of-interest considerations. The brochure further notes nuanced positions on borrowing and leveraged instruments (including disclosure of margin-related costs and a stated policy on leveraged/inverse ETFs), which may be more prominent than at many comparable advisory teams.
$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
Rainey & Randall Wealth Advisors, Inc.
610 Sycamore Street, Suite 340
Celebration FL 34747, United States
Number of offices
2
California · Florida · Georgia · Illinois · Louisiana · Maryland · Michigan · New Hampshire · North Carolina · Pennsylvania · South Carolina · Tennessee · Texas · Virginia
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.
Series 63, Series 65
Celebration, FL
Rainey & Randall Wealth Advisors, Inc.
CFP®
Herndon, VA
Rainey & Randall Wealth Advisors, Inc.
Series 63, Series 65
Celebration, FL
Rainey & Randall Wealth Advisors, Inc.
CFP®, Series 63, Series 65
Celebration, FL
Rainey & Randall Wealth Advisors, Inc.
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