Rinaldi Wealth Management, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 22, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$450⁠-⁠$5,000

“Services are offered based on a flat fee between $450-$5000.”

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

How Rinaldi Wealth Management, Inc. bills

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

• “Fees are billed quarterly in advance based on the amount of assets managed as of the close of business on the last business day of the previous quarter.”
• “The annual fee is negotiable and may be charged as a percentage of the Included Assets.”
• “If the services to be provided start any time other than the first day of the quarter the fee will be prorated based on the number of days remaining in the quarter.”

How Rinaldi Wealth Management, Inc.’s fees compare

• Its flat or project fee of $450-$5,000 spans the Florida median of $4,900. 33% of the 320 other Florida planners that publish a flat or project fee charge less.
• 1 of the 3 other planners in Bonita Springs that publish a flat or project fee charge less.

About Rinaldi Wealth Management, Inc.

• Principal: Dustin Rinaldi
• Firm size: 3 employees.
• Credentials named in the brochure: CFP®.
• Founded: 2017 (9 years).

Planning areas mentioned in the brochure

• Estate planning
• Cash flow and budgeting

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

1.5% a year

Clients

363

Employees

3

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other advisers, and educational seminars and workshops

Assets managed

$243,200,000

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

311583

Website

linkedin.com/company/rinaldi-wealth-management-inc (opens in new tab)

Phone

(239) 444-6111

Can advise clients in 8 states: Florida, Georgia, Louisiana, Massachusetts, New Jersey, Tennessee, Texas, Virginia

Other planners in Bonita Springs that publish fees

• Foliage FinancialBonita Springs$225/hr
• Genesis Wealth Planning, LLCBonita Springs$200/hr, $50⁠-⁠$10,000
• Nova Wealth Management, Inc.Bonita Springs$250/hr, $250/qtr
• Pelican Wealth Advisors, LLCBonita Springs$250/hr, $5,000
• Sentinel Wealth IncBonita Springs$599/mo
• The Investment Advisory Office of Christopher Mikes, P.A.Bonita Springs$395/hr, $395⁠-⁠$5,000

Compare all 9 planners in Bonita Springs