Rinaldi Wealth Management, Inc.

Rinaldi Wealth Management, Inc is a fee-only investment management firm founded in 2017, offering investment advisory services since 2021. The firm specializes in discretionary asset management services, financial planning, and ERISA plan services. Clients receive comprehensive financial planning services covering various aspects such as financial goals, net worth analysis, cash flow analysis, retirement strategy, risk management, tax reduction strategy, and estate planning. The firm charges an annual fee of up to 1.5% for asset management services, which is negotiable based on certain criteria. Clients have the option to impose restrictions on investing in certain securities. Rinaldi Wealth Management does not have performance-based fees or engage in side-by-side management. The firm does not have a minimum account size requirement for clients, but sub-advisers utilized by the firm may have such requirements. Clients' assets are held at qualified custodians, and account statements are provided directly to clients quarterly. The firm requires discretionary authority for trading and provides periodic reviews of client accounts. The firm's supervised persons have no disciplinary history and do not receive any additional compensation. They are supervised by Dustin Rinaldi, the owner and chief compliance officer of Rinaldi Wealth Management.