# Patrick O'Grady

> Patrick O'Grady is a fee-only financial advisor at Rinaldi Wealth Management in Bonita Springs, Florida. Patrick focuses on retirement planning. Rinaldi Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/patrick-o-grady/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## 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 (firm's website)
- **Assets under management (firm):** $243.2M across 841 accounts
- **Specialties:** Retirement planning
- **Works with:** Retirees, Pre-retirees
- **CRD:** 8192130 (https://adviserinfo.sec.gov/individual/summary/8192130)
- **SEC registration:** Investment adviser representative in FL
- **Exams passed:** Series 65 (2025)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** https://www.rwmadvisor.com

## Frequently asked questions

### Is Patrick O'Grady a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Patrick 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 Patrick charge for financial advice?

Patrick's firm, Rinaldi Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Does Patrick work with clients virtually?

Yes. Rinaldi Wealth Management says on its website that it works with clients remotely.

### Where is Patrick O'Grady based?

Patrick O'Grady is based in Bonita Springs, Florida.

### What does Patrick specialize in?

Patrick's specialties include retirement planning. Patrick works with retirees and pre-retirees.

### Is Patrick O'Grady registered with the SEC?

Yes. Patrick O'Grady is registered as an investment adviser representative in FL (CRD 8192130), 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 Patrick O'Grady?

Through Patrick's website, www.rwmadvisor.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/8192130): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.retirewithdustin.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.