Dwayne Reinike is a CFP, ChFC-designated registered investment advisor at Valiant Financial Planning, LLC, based in Kirkland, WA, with 5 years of industry experience. Dwayne operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Corporate Executives, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 33 clients with $22M in assets under management.
Compensation
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Number of Clients
Average Client Portfolio
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Fee Structure
Valiant Financial Planning includes investment management as part of its Comprehensive Financial Planning Services. The annual advisory fee ranges from 0.24% to 2.00% of the value of your portfolio. The fee is determined at the start of the engagement for new clients and reset annually based on the account balance as of December 31. Once established, the annual fee is locked in for the following calendar year and billed monthly. If account values decline to a level where the fixed annual fee would exceed 2.00% of the value of your portfolio, billing converts to an hourly arrangement at $400 per hour.
Contact
Dwayne Reinike
Location
Kirkland, WA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Valiant Financial Planning, LLC
Previous Registrations
Edward Jones
Edward JonesBroker
First Command Brokerage Services, INC.Broker
State Registrations2 states
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