Rabenold Advisors, Inc.
SEC RegisteredYour trust. Our expertise.
About the firm
Rabenold Advisors is a financial advisory firm based in Williamsville, NY, offering wealth management and retirement solutions. Their team is composed of industry professionals with decades of combined experience, providing sophisticated financial strategies to help clients achieve their investment goals.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Retirement planning, wealth management, peak-career wealth-building strategies, and estate strategy, delivered through a three-step process of assessing, strategizing, and implementing personalized financial plans
Who they serve
Entrepreneurs and executives, peak career professionals, pre-retirees and retirees, and high-net-worth individuals
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 73 | $16M |
| High Net Worth Individuals | 9 | $20M |
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $2,000,000 | 1.00% |
| Next $3,000,000 | 0.75% |
| Over $5,000,000 | 0.50% |
Data as of March 4, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Rabenold Advisors, Inc. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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