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
- Abacus Investment AdvisorsSalt Lake City$100/hr
- Albion Financial GroupSalt Lake City$250-$500/hr, $2,500-$50,000
- Black Salt Advisors LLCSalt Lake City$250/hr, $250/mo
- Cottonwood Asset Management LLCSalt Lake City$125/hr
- Cottonwood Wealth Strategies, LLCSalt Lake City$20,000/yr
- Crewe AdvisorsSalt Lake City$6,000-$150,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.