Patrick O'Grady
Rinaldi Wealth Management · Bonita Springs, Florida
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.
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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 |
| SEC registration | Investment adviser representative in FL · CRD 8192130 |
| Exams passed | Series 65 (2025) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.rwmadvisor.com |
How Patrick'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 Patrick
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.
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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