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Home > Retirement Planners > florida > bonita springs > RINALDI WEALTH MANAGEMENT, INC.
RINALDI WEALTH MANAGEMENT, INC.
24311 Walden Center Drive
Suite 100
Bonita Springs, Florida 34134
Tel: 239-444-6111
About RINALDI WEALTH MANAGEMENT, INC.
RINALDI WEALTH MANAGEMENT, INC, formally registered with the SEC as RINALDI WEALTH MANAGEMENT, INC. The firm was established in 11/15/2021. They have over 1 offices throughout the country.
RINALDI WEALTH MANAGEMENT, INC. is a Bonita Springs, Florida based Financial Planning firm with nearly $201,400,000 assets under management, offering retirement planning & investment advisory services to 1061 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 311583 |
| SEC# | 801-122703 |
| Assets Managed by Firm | $201,400,000 |
| No. of Clients | 1061 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1061 | $201,400,000 |
| Individuals (other than high net worth individuals) | 282 | $71,300,000 |
| High net worth individuals | 124 | $130,100,000 |
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