Rainier Wealth Planning, LLC

Overview

Rainier Wealth Planning, LLC is a small, privately owned limited liability company that combines advisory services with insurance and accounting activities. The firm describes itself as a capital allocator and offers financial planning and portfolio management for individuals, small businesses, and institutions. Its advisory menu also includes selection-of-other-advisers services and pension consulting among its listed activities, though regulatory flags indicate it is not registered as a pension consultant. Fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee options. Rainier operates as a single-state adviser and does not identify as an active ESG investor. The firm’s business mix—advisory services paired with insurance brokerage and accounting—suggests a hybrid model that integrates planning, investment advice, and placement of insurance products.

Investments & Alternatives