# Whitney Baniewicz

> Whitney Baniewicz is a fee-only financial advisor at RDG Capital Management in Pittsford, New York. Whitney focuses on estate & legacy planning. RDG Capital Management reports charging a percentage of assets and hourly fees on its Form ADV.

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

## Facts

- **Firm:** RDG Capital Management
- **Based in:** Pittsford, New York
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Assets under management (firm):** $131.8M across 91 accounts
- **Specialties:** Estate & legacy planning
- **Works with:** Founders, Executives, Ultra high net worth
- **CRD:** 5480153 (https://adviserinfo.sec.gov/individual/summary/5480153)
- **SEC registration:** Investment adviser representative in NY
- **Exams passed:** Series 65 (2026)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** https://www.rdgcapitalmanagement.com

## Frequently asked questions

### Is Whitney Baniewicz a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Whitney holds no broker registration, and RDG Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Whitney charge for financial advice?

Whitney's firm, RDG Capital Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### Where is Whitney Baniewicz based?

Whitney Baniewicz is based in Pittsford, New York.

### What does Whitney specialize in?

Whitney's specialties include estate & legacy planning. Whitney works with founders, executives and ultra high net worth.

### Is Whitney Baniewicz registered with the SEC?

Yes. Whitney Baniewicz is registered as an investment adviser representative in NY (CRD 5480153), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does RDG Capital Management manage?

RDG Capital Management reports $131.8M across 91 accounts in assets under management.

### How do I contact Whitney Baniewicz?

Through Whitney's website, www.rdgcapitalmanagement.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5480153): 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://rdgcapitalmanagement.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.