Jason Rainier
Jason Rainier is a CFP-designated registered investment advisor at Rainier Wealth Planning, LLC, based in Baton Rouge, LA, with 15 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K+ | 1.30% |
Fees are negotiable.
Fee Estimator
Location
9854 Professional Blvd, Baton Rouge, LA, 70809
Get directionsHistory
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 ActivitiesSells Insurance
Jason is an insurance agent offering various insurance products through Rainier Wealth Planning, LLC. He also owns Rainier Group - Notary, LLC, Rainier Group LLC (tax preparation), rental property, and volunteers for Wings for Widows, dedicating minimal time to each of these activities.
Employment History
Current Registrations
Rainier Wealth Planning, LLC
Previous Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Osaic Fa, INC.
Osaic Fa, INC.Broker
State Registrations3 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.