Rainier Wealth Planning, LLC logo

Rainier Wealth Planning, LLC

Updated today

Client assets under management

$0

Clients

0

Advisors

3

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

0

Very Low

Average account size

About

Rainier Wealth Planning, LLC provides portfolio management, pension consulting, and financial planning to individuals, high‑net‑worth clients, charitable organizations, and business entities, and also offers ongoing advisement for held‑away accounts. The firm charges asset‑based advisory fees for portfolio management and delivers services through third‑party platforms and pooled investment vehicles.

The firm documents an Investment Policy Statement for each client, generally seeks discretionary authority, and applies fundamental analysis and modern portfolio theory while employing long‑term strategies and options trading alongside mutual funds, ETFs, and private pooled investments. Rainier also conducts periodic reviews, monitors outside accounts it advises on, and discloses material relationships that could affect allocation decisions.

Noteworthy distinctions include affiliated accounting and insurance activities: firm personnel are licensed insurance agents and the firm uses third‑party insurance broker/dealer platforms to make annuities and life insurance available, and an in‑house enrolled agent provides tax and accounting services. The firm offers formal pension consulting engagements and financial planning on fixed‑fee and hourly bases, and may serve as trustee or recommend proprietary pooled funds through platform relationships — all of which it discloses as potential conflicts of interest.

Client services

Financial planning Portfolio management Pension consulting

Expertise

Options & derivatives strategies Annuities College savings (529s, UTMA, etc.)

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Fee options

Fixed

Fixed fees between $6,400 and $200,000 for financial planning and pension consulting plans

Percentage

$0 - $500,000: 1.50% $500,001+: 1.30% $0 - $499,999.99: 1.50% $500,000+: 1.30% $0+: 0.75% $0 - $500,000: 1.50% $500,001+: 1.30%

Commissions

Insurance sales commissions (not primary source of revenue)

Project-based

Hourly fees between $400 and $1,000 for financial planning and pension consulting

Other

Fee-only: Fixed fees from $6,400 to $200,000 for financial planning and pension consulting plans; hourly fees $400 to $1,000 per hour for financial planning and pension consulting

Main office location

Rainier Wealth Planning, LLC

9854 Professional Blvd

Baton Rouge LA 70809, United States

Number of offices

1

Most active in

Louisiana · Tennessee · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Laura R

Series 66

Baton Rouge, LA

Rainier Wealth Planning, LLC

Laura Rainier is a financial advisor at Rainier Wealth Planning, LLC with six years of industry experience. She holds a Series 66 designation and previously worked at Lincoln Financial Advisors and Thompson Luke & Associates. Outside of advising, she is licensed as an independent insurance agent. Rainier Wealth Planning, LLC provides portfolio management, financial planning, pension consulting, and advisory services to individuals, high-net-worth clients, charitable organizations, and business entities. The firm uses fundamental analysis and modern portfolio theory to construct portfolios, offers both asset-based management and assets-under-advisement services, and provides additional services including tax and accounting assistance, trust drafting, and pension consulting.

Options & derivatives strategies Annuities College savings (529s, UTMA, etc.)
user avatar

Jason R

CFP®, Series 66

Baton Rouge, LA

Rainier Wealth Planning, LLC

Jason Rainier is a CFP® and holds a Series 66 license with 15 years of industry experience. He is the principal at Rainier Wealth Planning, LLC, where he has worked since 2026, following 15 years at Lincoln Financial Advisors/OASIC FA, Inc. Outside of his advisory work, he owns and operates a notary public business and provides tax preparation and income tax advice as an IRS enrolled agent. Rainier Wealth Planning, LLC offers portfolio management, financial planning, pension consulting, and trustee services to individuals, high-net-worth clients, charitable organizations, and businesses. The firm emphasizes individualized Investment Policy Statements and uses fundamental analysis and modern portfolio theory to construct portfolios, while also providing ancillary services such as tax assistance and insurance through licensed personnel.

Options & derivatives strategies Annuities College savings (529s, UTMA, etc.)
user avatar

Cristina H

Series 66

Baton Rouge, LA

Rainier Wealth Planning, LLC

Cristina Hethmon is a financial advisor at Rainier Wealth Planning, LLC with Series 66 credentials and experience starting in 2024. Prior to entering the financial industry, she worked in education at Collierville High School and Schilling Farms Middle School. She serves as president of the Louisiana State University chapter of Alpha Kappa Psi and is also an independent insurance agent. Rainier Wealth Planning, LLC offers portfolio management, financial planning, pension consulting, and trustee services to individuals, high-net-worth clients, charitable organizations, and businesses. The firm uses fundamental analysis and modern portfolio theory to build portfolios and provides ancillary services such as tax and accounting assistance, notarial and trust drafting services, and insurance through licensed personnel.

Options & derivatives strategies Annuities College savings (529s, UTMA, etc.)
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