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Jennifer Rayner

16 Years of Experience
San Diego, CA
1 Disclosure

Jennifer Rayner is a registered investment advisor at Wealth Rescue Strategies, INC., based in San Diego, CA, with 16 years of industry experience. Jennifer operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Retirement Planning. Their firm serves 8 clients with $59M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
8 clients
Average Client Portfolio
$7.3M average
Assets Under Management
$58.5M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)

Wealth Rescue Strategies offers wealth management services with fees billed quarterly, either deducted by the custodian or invoiced directly. Clients can choose between a combination of a base fee and a percentage of the portfolio, or a fixed annual fee. The percentage-based fee is calculated on the average daily balance of the previous quarter. Fees are generally negotiable.

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Location

San Diego, CA

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History

Regulatory History (1)
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Financial
July 2025
Final
Other Business Activities

Jennifer is the President, Owner, and Founder of MoniWell, SPC, a financial education company, since 2020. She dedicates approximately 10 hours a week to business development.

Employment History
Current Registrations
Wealth Rescue Strategies, INC.
December 2009 - Present · 16 yrs 5 mos
State Registrations3 states
AZCATX
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.