Dustin
Rinaldi
Rinaldi Wealth Management, Inc
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About this Advisor
Dustin Rinaldi is a certified financial planner working out of Bonita Springs, Florida with 2 years of relevant experience. Rinaldi currently works for Rinaldi Wealth Management, Inc. During their career, the advisor has held roles at Raymond James Financial Services, Raymond James Financial Services Advisors Inc, Lpl Financial, LLC, Independent Financial Partners, Rinaldi Wealth Management, Inc and Ifp Securities, LLC. Rinaldi maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Florida and Texas. Rinaldi Wealth Management, Inc is a financial advisory business headquartered in Bonita Springs, FL. It handles $131 million in total assets across its 962 client accounts, placing it among the mid-sized firms in the country by assets under management. Of its 962 client accounts, 17% belong to high-net-worth investors who have at least $1 million in assets. Rinaldi Wealth Management, Inc offers a diverse range of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. Fees for financial advice typically vary depending on which services the firm provides the client. However, fees charged by Rinaldi Wealth Management, Inc can include asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Rinaldi Wealth Management, Inc Brokerage Details
$130,600,000
5
962
$135,759
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Dustin Rinaldi Work History
Dustin has been registered as a financial advisor for 2 years.*
Rinaldi Wealth Management, Inc
Rinaldi Wealth Management, Inc
Ifp Securities, LLC
Lpl Financial, LLC
Independent Financial Partners
Raymond James Financial Services
Raymond James Financial Services Advisors Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Dustin Rinaldi to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Rinaldi Wealth Management, Inc
Bonita Springs, FL
Bonita Springs, FL
Bonita Springs, FL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
