Austin Rinard
Austin Rinard is a CFP-designated registered investment advisor at Wealth Ease Wealth Management, based in Marshall, MI, with 13 years of industry experience. Austin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 251 clients with $130M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
WEWM offers ongoing portfolio management services for an annual fee that is a percentage of your portfolio. This fee is negotiable, up to 2.00%, and is based on the average daily balance of your account. There is a $500 minimum annual fee. Clients who opt into 'The Wealth Ease Process' may pay a higher annual fee (e.g., 1.25% or 1.50%) for portfolio management, estate planning integration, and tax planning coordination.
Location
1106 S Kalamazoo Ave, Marshall, MI, 49068
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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 ActivitiesSells Insurance
Austin is an insurance agent with various carriers since 2011, dedicating about 10-20% of his time to this activity. He is also a co-owner of Party Time Events, a party rental business, spending minimal time on it since December 2023.
Employment History
Current Registrations
Wealth Ease Wealth Management
Previous Registrations
Miller Financial Services LLC
State Registrations1 state
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.