Rainey Wealth Management LLC fees and pricing

Financial planner in Salt Lake City, Utah. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated January 15, 2026, Rainey Wealth Management LLC charges $250 an hour, a flat or project fee of $1,000, and an annual fee of $2,500 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 15, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$250/hr
“We offer Financial Planning services on an hourly basis at a rate of $250 per hour.”
Flat or project fee
$1,000
“One Time Portfolio Checkup 10 We charge a fixed fee of $1,000 for our One Time Portfolio Checkup service.”
Annual fee
$2,500/yr
“We charge an annual fixed fee of $2,500 for our Portfolio Second Opinion service.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Rainey Wealth Management LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

  • “Fees are negotiable and some fees may vary by Client for similar services.”
  • “The fee is based on a percentage of assets under management and is negotiable.”
  • “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”

How Rainey Wealth Management LLC’s fees compare

  • Its hourly rate of $250 is above the Utah median of $200. 53% of the 78 other Utah planners that publish an hourly rate charge less.
  • 10 of the 16 other planners in Salt Lake City that publish an hourly rate charge less.
  • Its flat or project fee of $1,000 is below the Utah median of $2,050. 22% of the 63 other Utah planners that publish a flat or project fee charge less.
  • 1 of the 12 other planners in Salt Lake City that publish a flat or project fee charge less.
  • Its annual fee of $2,500 is below the Utah median of $10,750. 25% of the 16 other Utah planners that publish an annual fee charge less.
  • 1 of the 2 other planners in Salt Lake City that publish an annual fee charge less.

About Rainey Wealth Management LLC

  • Principal: Tyler Rainey
  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Meets clients remotely: the brochure mentions virtual or online meetings.
  • Founded: 2025.

Firm details from Form ADV

How the firm is paid
Hourly fees, fixed or flat fees, percentage of assets under management
Charges a % of assets
Yes
Highest asset based fee in brochure
1% a year
Employees
1
Services reported to regulators
Financial planning and portfolio management for individuals and small businesses
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
339511
Phone
(801) 385-1738

Other planners in Salt Lake City that publish fees

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