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Overview

Services

Advisor Services

  • Financial Planning

  • Pension Consulting

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Palm Harbor Advisors, LLC 4 years, 7 months May 2004 - Dec 2008
Rdm Investment Services, Inc. 16 years, 5 months Apr 2000 - Present
Rdm Insurance Services, Inc. 16 years, 5 months Apr 2000 - Present
Retirement Design & Management, Inc 25 years, 6 months Mar 1991 - Present
Ronald D. Weiner & Assoc. (Rdm Financial Group) 25 years, 7 months Feb 1991 - Present
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Ronald D Weiner?
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Designations & Memberships

  • Certified Financial Planner
    Designation
    Certified Financial Planner
    A standard certification for advisors, designees are exposed to nearly 100 topics on integrated financial planning. Major topics include, but not limited to: insurance, employee benefits, securities, state and federal tax, estate tax and planning, asset protection, etc.

Articles and Answers

Insights by Ronald Weiner

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    May 6, 2015
FINRA
FINRA
  • license status
    Registered
  • disclosures
    None
  • as of date
    Apr 18, 2016
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Retirement Design & Management Inc

Last updated on March 23, 2016
    • $599.1M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 988
      Accounts
    • $606.4K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
  • Hourly Charges
  • Fixed Fees
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