Joseph Raimond
Raimond Wealth Management · Getzville, New York
Joseph Raimond is a fee-only financial advisor at Raimond Wealth Management in Getzville, New York. Raimond Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Raimond Wealth Management |
|---|---|
| Based in | Getzville, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $70M across 10 accounts |
| SEC registration | Investment adviser representative in NY · CRD 838335 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | rmndfnncl.cs |
How Joseph's firm compares
- Raimond Wealth Management's average account is about $7.0 million, from its Form ADV (assets managed divided by 10 accounts).
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Questions about Joseph
Is Joseph Raimond a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Joseph holds no broker registration, and Raimond Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Joseph charge for financial advice?
Joseph's firm, Raimond Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Joseph Raimond based?
Joseph Raimond is based in Getzville, New York.
Is Joseph Raimond registered with the SEC?
Yes. Joseph Raimond is registered as an investment adviser representative in NY (CRD 838335), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Raimond Wealth Management manage?
Raimond Wealth Management reports $70M across 10 accounts in assets under management.
How do I contact Joseph Raimond?
Through Joseph's website, rmndfnncl.cs.
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
- 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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