WR
CFP
WR
CFP

Wayne Randall

25 Years of Experience
Celebration, FL
1 DisclosureSells Insurance

Wayne Randall is a CFP-designated registered investment advisor at Rainey & Randall Wealth Advisors, INC., based in Celebration, FL, with 25 years of industry experience. Wayne operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 318 clients with $820M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
318 clients
Average Client Portfolio
$2.6M average
Assets Under Management
$820.4M

Fee Structure

Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.25%
$500K - $1.0M1.15%
$1.0M - $2.0M0.95%
$2.0M - $5.0M0.75%
$5.0M - $7.5M0.50%
$7.5M - $10.0M0.35%
$10.0M - $25.0M0.25%
$25M+0.20%

Fees may be negotiable within each tier.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

610 Sycamore Street, Suite 340, Celebration, FL, 34747

Get directions

History

Regulatory History (1)
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Customer Dispute
August 2009
Closed-No Action
Other Business ActivitiesSells Insurance

Wayne has been an independent insurance agent since 1990, selling insurance-related products. He spends minimal time addressing the needs of insurance clients.

Employment History
Current Registrations
Rainey & Randall Wealth Advisors, INC.
March 2001 - Present · 25 yrs 1 mo
State Registrations4 states
FLLANCTX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Wayne Randall - Financial Advisor | TrueAdvisor