RN
RN

Rayce Nunley

5 Years of Experience
Conroe, TX
BrokerSells Insurance

Rayce Nunley is a registered investment advisor at Catalyst Wealth Management LLC, based in Conroe, TX, with 5 years of industry experience. Rayce is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 9,549 clients with $110M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
25 advisors
Number of Clients
9,549 clients
Average Client Portfolio
$11K average
Assets Under Management
$105.0M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.04%

Fees are up to 2.04% annually and are generally negotiable. Clients also pay third-party platform fees ranging from 0.00% to 0.50% plus $0-$75 per year.

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

Conroe, TX

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Rayce is a registered representative and a licensed insurance agent, which presents a conflict of interest due to commissions. He also owns Whack Apparel, a social media-based t-shirt brand, dedicating a few hours per week to it.

Employment History
Current Registrations
Catalyst Wealth Management LLC
April 2024 - Present · 2 yrs 6 mos
Innovation Partners LLCBroker
April 2024 - Present · 2 yrs 6 mos
Previous Registrations
Gwn Securities INC.
June 2022 - April 2024 · 1 yr 10 mos
Gwn Securities INC.Broker
June 2022 - April 2024 · 1 yr 10 mos
Equitable Advisors, LLC
September 2020 - June 2022 · 1 yr 9 mos
Equitable Advisors, LLCBroker
June 2020 - June 2022 · 2 yrs
State Registrations2 states
CATX
AdvisorBrokerBoth

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.
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