Dustin Rinaldi
Rinaldi Wealth Management · Bonita Springs, Florida
Dustin Rinaldi is a fee-only financial advisor at Rinaldi Wealth Management in Bonita Springs, Florida, who holds the CFP credential. Dustin focuses on retirement planning. Rinaldi Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | Rinaldi Wealth Management |
|---|---|
| Based in | Bonita Springs, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Works virtually | Yes |
| Assets under management | $243.2M across 841 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL, TX · CRD 5006872 |
| Exams passed | Series 63 (2005) · Series 65 (2006) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.rwmadvisor.com |
| Profile |
How Dustin's firm compares
- Rinaldi Wealth Management's average account is about $289,000, from its Form ADV (assets managed divided by 841 accounts).
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Questions about Dustin
Is Dustin Rinaldi a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Dustin holds no broker registration, and Rinaldi Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Dustin charge for financial advice?
Dustin's firm, Rinaldi Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Does Dustin work with clients virtually?
Yes. Rinaldi Wealth Management says on its website that it works with clients remotely.
Where is Dustin Rinaldi based?
Dustin Rinaldi is based in Bonita Springs, Florida.
What does Dustin specialize in?
Dustin's specialties include retirement planning. Dustin works with retirees and pre-retirees.
What credentials does Dustin Rinaldi hold?
Dustin Rinaldi holds the CFP credential.
Is Dustin Rinaldi registered with the SEC?
Yes. Dustin Rinaldi is registered as an investment adviser representative in FL and TX (CRD 5006872), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Rinaldi Wealth Management manage?
Rinaldi Wealth Management reports $243.2M across 841 accounts in assets under management.
How do I contact Dustin Rinaldi?
Through Dustin's website, www.rwmadvisor.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Rinaldi Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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