Rinehart Wealth Management

Rinehart Wealth Management (CRD# 107236) is a financial advisory firm headquartered in Charlotte, NC. They manage $342,348,317 in 277 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    342
    MILLION
  • Total Number of Accounts
    277
    ACCOUNTS
  • Average Account Value
    $1,235,915
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, MD, NC, NH, SC, TX

Financial Advisors at Rinehart Wealth Management
Showing 1 - 5 of 5 top financial advisors.
1
Sandra B. Carlson
CRD#: 4507978
521 E. Morehead St, Suite 580, Charlotte, NC 28202
96
Wealthminder
score

Sandra Carlson (CRD# 4507978) is an Investment Advisor Representative working at Rinehart Wealth Management in Charlotte, NC and has over 14 years of experience in the finance industry. Sandra Carlson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Daniele M. Donahoe
CRD#: 2675613
521 E. Morehead St, Suite 580, Charlotte, NC 28202
96
Wealthminder
score

Daniele Donahoe (CRD# 2675613) is an Investment Advisor Representative working at Rinehart Wealth Management in Charlotte, NC and has over 16 years of experience in the finance industry.

3
Mary A. Rinehart
CRD#: 2618229
521 East Morehead Street Suite 580, Charlotte, NC 28202
96
Wealthminder
score

Mary Rinehart (CRD# 2618229) is an Investment Advisor Representative working at Rinehart Wealth Management in Charlotte, NC and has over 21 years of experience in the finance industry. Mary Rinehart has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Andrew D. Savant
CRD#: 6057401
521 E. Morehead St, Suite 580, Charlotte, NC 28202
90
Wealthminder
score

Andrew Savant (CRD# 6057401) is an Investment Advisor Representative working at Rinehart Wealth Management in Charlotte, NC and has over 4 years of experience in the finance industry.

5
Marilyn J. Spencer
CRD#: 5494487
521 E. Morehead St, Suite 580, Charlotte, NC 28202
90
Wealthminder
score

Marilyn Spencer (CRD# 5494487) is an Investment Advisor Representative working at Rinehart Wealth Management in Charlotte, NC and has 1 year of experience in the finance industry. Marilyn Spencer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.