Please note that we do not accept wealth management engagements unless the potential client has first completed a holistic financial planning engagement with our firm. Much like a physician, it is imprudent to begin “writing prescriptions” without performing proper, complete diagnostics to fully understand someone's situation and actual needs.

The specific services to be provided and fees to be charged to each client are negotiated with each client and set forth in a written agreement with Rainier Wealth Planning, LLC. Clients should refer to their written agreement for definitive information regarding the services they are entitled to receive and the fees they will pay for those services. The Wealth Management fee schedule reflects the Adviser Fee that we typically charge in connection with clients' fee-based investment advisory accounts. It does not reflect any other fees that clients will be charged when applicable, including, but not limited to, Sponsor Fees, Firm Fees, and Custodian Fees, Strategist Fees, Manager Fees, Overlay Services Fees, applicable trading, execution, or brokerage service fees, or internal investment product fees (e.g., 12b-1 fees on mutual funds). Clients should refer to their written agreements for definitive information regarding the fees they will pay and the method of calculating such fees. For additional information on applicable fees and services, clients should also review Rainier Wealth Planning, LLC's form ADV which is available here.