Raynmaker Financial offers financial planning and consulting services to help clients understand their financial situation and set objectives. This includes reviewing financial goals, tax planning, asset allocation, risk management, retirement planning, budgeting, education planning, and more. Raynmaker summarizes its services and recommendations in a digital financial plan available through a secure client portal. Clients can also opt for ongoing financial planning services.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Raynmaker Financial offers ongoing financial planning services through a tiered membership structure:
- Children's Finance Club: $199/month, parent-guided for ages 17 and under, includes guided portal access and bi-monthly meetings.
- Silver: $159/month, includes quarterly meetings, guided portal, holistic portfolio analysis, and tailored securities research.
- Gold: $199/month, includes bi-monthly meetings, guided portal access, holistic analysis, and tailored securities research.
- Platinum: $299/month, includes holistic portfolio management, monthly meetings, accelerated portal access, and platinum securities research.
- Diamond: $599/month (for assets under $1.75M), includes holistic portfolio management, VIP portal access, active security screening, and VIP advisory support.
- Black Diamond: $599/month + 0.40% for assets above $1.75M, includes holistic portfolio management, VIP portal access, active security screening, and VIP advisory support.
- Registration & Data Mapping: $89 one-time fee.
- Investment Advisor Rep Meeting: $189/hour (standard), $169/hour (member).
- Senior Financial Analyst (Non-securities): $149/hour (standard), $129/hour (member).
Annual Retainer:$159 - $599/year
One-Time Plan:$89
Hourly Rate:$149 - $189/hr
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