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Cassian Nunez

2 Years of Experience
Fairburn, GA

Cassian Nunez is a registered investment advisor at Rino Invest Wealth Management LLC, based in Fairburn, GA, with 2 years of industry experience. Cassian 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, Insurance Planning, and 2 more.

Compensation
Fixed/Hourly
Firm Size
1 advisor
IM Fee
Planning only

Fee Structure

RINO INVEST Wealth Management offers ongoing financial planning services for a fixed annual fee between $400 and $10,000, depending on the package selected. These fees are paid monthly or quarterly in advance. Clients can terminate the agreement with a full refund within five business days of signing.

RINO INVEST Wealth Management offers financial planning services at an hourly rate of $149. Hourly fees are paid 100% in advance. Clients can terminate the agreement with a refund of the balance of fees collected in advance minus the hourly rate times the number of hours of work completed.

Annual Retainer:$400 - $10,000/year
Hourly Rate:$149/hr
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Location

Fairburn, GA

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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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Employment History
Current Registrations
Rino Invest Wealth Management LLC
February 2024 - Present · 2 yrs 3 mos
State Registrations1 state
GA
Advisor

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.
Cassian Nunez - Financial Advisor | TrueAdvisor