Rainier Wealth Management LLC

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Client assets under management

$73,458,000

Clients

49% high-net worth

Advisors

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Typical

Average account size

$816,200

About

Rainier Wealth Management serves individuals (including high‑net‑worth clients) and business entities, offering comprehensive portfolio management, financial planning and consulting. The firm’s planning work includes a range of topics such as retirement and estate planning as well as business‑focused analyses like cost segregation studies, corporate structure advice, and real estate and mortgage/debt analysis.

The firm typically manages client accounts on a discretionary basis and combines fundamental analysis with technical/charting and cyclical methods, employing long‑term, short‑term and trading strategies that can include margin use and option writing. Accounts are reviewed regularly (at least monthly for managed accounts), and financial plans are generally completed within six months when clients engage planning services.

Distinctive aspects include a two‑advisor ownership structure overseeing roughly $63.5 million for about 89 clients, and advisers who also act as registered representatives of LPL Financial and licensed insurance agents, with disclosure that they may receive commissions and insurance compensation. Rainier uses LPL’s SWM II arrangement—where the firm pays an asset‑based fee to LPL and clients do not incur transaction charges—and offers business‑oriented services that are less common for firms of similar size.

Client services

Financial planning Portfolio management

Fee options

Fixed

Flat fees generally range from $1,000 to $5,000 for financial planning and consulting services

Percentage

$0 - $250,000: 1.50% $250,001 - $500,000: 1.25% $500,001 - $2,000,000: 1.00% $2,000,001 - Negotiable: Negotiable

Commissions

Securities sales for commissions by supervised persons registered with LPL Financial, including trail fees from mutual funds

Project-based

Hourly financial planning fees at $200 per hour

Other

Account minimum: $33,000 Minimum fee: Minimum annual fee of $500 per household for Comprehensive Portfolio Management Fee-only: Hourly fees of $200 per hour; flat fees generally range from $1,000 to $5,000 for financial planning and consulting services

Main office location

Rainier Wealth Management LLC

Everett WA, United States

Number of offices

Most active in

Washington

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

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.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website 425-493-2500

Advisors at this firm

Robert M

CFP®, Series 63, Series 65

Everett, WA

Rainier Wealth Management LLC

Robert Martin is a CFP® professional with 32 years of experience in financial advising. He has been with Rainier Wealth Management LLC since 2012 and also maintains an affiliation with LPL Financial, LLC. Martin serves as president and chief compliance officer at Rainier Wealth Management, where he dedicates full time to providing investment advisory services. Rainier Wealth Management serves individuals, including high-net-worth clients, and business entities by offering portfolio management, financial planning, and consulting services. The firm employs a combination of fundamental, technical, and cyclical analysis with various investment strategies, managing accounts on a discretionary basis and providing business-focused financial planning.

Chad H

Series 63, Series 65

Everett, WA

Rainier Wealth Management LLC

Chad Hedzik is a financial advisor at Rainier Wealth Management LLC in Everett, WA, with 25 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Rainier Wealth Management and LPL Financial since 2014. Rainier Wealth Management serves individuals, including high-net-worth clients, and business entities by providing portfolio management, financial planning, and consulting services. The firm employs a combination of fundamental analysis, technical/charting, and cyclical methods across various investment strategies, with a focus on both individual and business financial planning.

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