Raton Wealth
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$18,087,380
Clients
15
0% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
15
TypicalAverage account size
$1,205,825
About
Ratón Wealth is an independent registered investment adviser that manages roughly $18 million for about 15 individual clients. The firm provides portfolio management alongside broader wealth and estate planning services and typically charges percentage-of-AUM advisory fees.
The advisor holds CFP®, ChFC® and CEA credentials and emphasizes financial and estate planning as part of ongoing client relationships, delivering tailored portfolio management to individuals. Firm disclosures indicate it may employ active strategies including market timing in conjunction with its planning work.
The advisor also operates an educational publishing company and serves as its editor in chief, and the firm produces periodicals/newsletters and offers educational seminars or workshops—activities that are uncommon among peers. The firm’s materials also advertise third‑party ratings, and its small client base supports a high level of direct advisor involvement in both investment management and client education.
Client services
Financial planning
Portfolio management
Newsletters or periodicals
Educational seminars or workshops
Market timing
Expertise
General estate planning guidance
Charitable giving & philanthropy
Main office location
Raton Wealth
11 Municipal Drive, Suite 200
Fishers IN 46038, United States
Number of offices
1
Most active in
Raton Wealth has reported serving >5 clients in these states in the last 12 months.
Indiana
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Discover
Compare top advisor firms by metric, firm size, and location.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")