Firm
Rinaldi Wealth Management
Bonita Springs, Florida
Fee-only
Rinaldi Wealth Management at a glance
- One of 570 fee-only firms based in Florida in the Wellspent graph.
- 3 advisors are listed here; 1 of 3 hold the CFP.
- Its Form ADV reports 3 employees and 363 individual clients, 131 of them high net worth.
- Its average account is about $289,000 (assets it manages divided by its 841 accounts).
Fee-only advisors in Florida · What fee-only advisors charge in Florida
Facts
| Based in | Bonita Springs, Florida |
|---|---|
| Website | rwmadvisor.com |
| Phone | (239) 444-6111 |
Rinaldi Wealth Management fees
Rinaldi Wealth Management 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 · Hourly · Fixed fees |
|---|---|
| Assets managed | $243 million |
| Individual clients | 232 |
| High-net-worth clients | 131 |
| Accounts managed | 841 |
| Employees | 3 |
| Planning clients | 251-500 |
| Registered with | The SEC (801-122703) |
| Financial planning | Offered |
| Form ADV filed | February 22, 2026 |
| SEC record | CRD 311583 |