Firm
Rainier Family Wealth
Tacoma, Washington
Fee-only
Rainier Family Wealth at a glance
- One of 298 fee-only firms based in Washington in the Wellspent graph.
- 3 advisors are listed here; 1 of 3 hold the CFP.
- Its Form ADV reports 5 employees and 105 individual clients, 71 of them high net worth.
- Its average account is about $743,000 (assets it manages divided by its 446 accounts).
Fee-only advisors in Washington · What fee-only advisors charge in Washington
Facts
| Based in | Tacoma, Washington |
|---|---|
| Website | rainierfamilywealth.com |
| Phone | (253) 448-2107 |
Rainier Family Wealth fees
Rainier Family Wealth doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets |
|---|---|
| Assets managed | $331 million |
| Individual clients | 34 |
| High-net-worth clients | 71 |
| Accounts managed | 446 |
| Employees | 5 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-130876) |
| Financial planning | Offered |
| Form ADV filed | June 17, 2026 |
| SEC record | CRD 332062 |