Dustin Rinaldi
Dustin Rinaldi is a CFP-designated registered investment advisor at Rinaldi Wealth Management, INC., based in Bonita Springs, FL, with 20 years of industry experience. Dustin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 363 clients with $240M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The maximum annual fee is 1.5% and is negotiable based on factors such as account size, asset composition, and relationship history.
Fee Estimator
Location
24311 Walden Center Drive, Suite 100, Bonita Springs, FL, 34134
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Dustin is the President of the Rinaldi Foundation for Financial Education, providing free educational seminars to retirees. He spends minimal time on this activity, both during and outside of trading hours.
Employment History
Current Registrations
Rinaldi Wealth Management, INC.
Previous Registrations
Ifp Securities, LLCBroker
LPL Financial LLC
Independent Financial Partners
LPL Financial LLCBroker
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Ciccarelli Advisory Services INC
Fsc Securities Corporation
Fsc Securities CorporationBroker
First Tennessee Brokerage, INC.Broker
Edward JonesBroker
State Registrations2 states
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
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