Steven Rainey is a registered investment advisor at Rainey Financial LLC, based in Bivins, TX, with 1 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.90% |
Fee is negotiable based on the amount of assets and the Model Portfolio chosen. Matson Money also receives fees of 0.50% per annum on the average net assets of each series of the Matson Fund.
Fee Estimator
Location
Bivins, TX
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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
Steven works as an insurance agent for Safe Planning, Inc. since 2022, dedicating a few hours per week to insurance sales.
Employment History
Current Registrations
Rainey Financial LLC
Previous Registrations
Rainey Asset Management, INC.
State Registrations2 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.