Rezny Wealth Management, Inc.

Wealth Management Firm in Fort Myers, FL

Firm Info
Address: 5237 Summerlin Commons Blvd, Fort Myers, FL 33907, USA
Phone: (800) 618-8577

Firm Size
Assets Under Management: $327 million
# of Advisors: 2
# of Clients: 253
Client to Advisor Ratio: 127:1
Average Account Size: $1.3 million
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth


Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly

Get Connected with a Financial Advisor

* required fields

Rezny Wealth Management, Inc. Overview

Rezny Wealth Management, Inc. is a Fee Only Registered Investment Advisory Firm, headquartered in Fort Myers, FL. Since its inception in 2014, Rezny has remained committed to their investment advice only model. They provide financial planning services to individuals and small businesses and specialize in portfolio management. Rezny’s team of experienced advisors is dedicated to helping clients achieve their financial goals through personalized financial planning strategies. Their portfolio management services are tailored to meet each client’s unique investment objectives, risk tolerance, and time horizon. Whether clients are looking for advice on how to save for retirement, pay for college, or build and preserve wealth, Rezny’s Fee Only structure ensures that their advice is objective and aligned with client goals. They put the interests of their clients first, avoiding the conflicts of interest associated with commission-based models. Overall, Rezny Wealth Management, Inc. is a reliable choice for individuals and small businesses looking for objective investment advice and personalized financial planning to help them make the most of their money.

REZNY WEALTH MANAGEMENT, INC. is a dynamic financial management firm catering to a diverse clientele. The firm is proud to serve individuals from all walks of life and backgrounds. Whether one is a seasoned investor or just starting out, REZNY WEALTH MANAGEMENT, INC. has the expertise to guide individuals in fulfilling their financial goals. Additionally, the firm provides specialized services to high-net-worth individuals, affording them enhanced wealth management strategies. By offering personalized financial planning solutions, REZNY WEALTH MANAGEMENT, INC. empowers its clients to make informed financial decisions which can unlock their true potential and lead them to prosperity. When it comes to fee structures, REZNY WEALTH MANAGEMENT, INC. ensures its clients have multiple options that meet their individual needs. For clients seeking comprehensive financial planning, the firm typically charges a percentage of the assets under management (AUM). This option enables clients to benefit from professional management while paying a fee proportionate to their investment portfolio's value. Additionally, the firm offers hourly fee structures for specialized services like budgeting, tax planning, and investment analysis. This hourly fee structure ensures clients pay for only what is required of them, allowing for optimal flexibility. With its diversified fee structures, REZNY WEALTH MANAGEMENT, INC. ensures clients receive top-notch expertise that is tailored to their needs at the right price points.

Typical Clients, Fee Structures & Investment Minimum

According to REZNY WEALTH MANAGEMENT, INC.'s Part 2 Brochure, the investment minimum for their services is not mentioned.

How This Office Can Help Fort Myers, FL Residents

Rezny Wealth Management, Inc. is a full-service wealth management firm that offers tailored financial solutions to clients in Fort Myers, FL. With a team of seasoned financial experts, the firm assists clients in managing their financial goals and objectives. The firm recognizes that people living in Fort Myers, FL, face a unique set of financial challenges, and its approach is specifically designed to address them. Some of the specific challenges that people in Fort Myers, FL, might face include managing their retirement savings, navigating complex tax laws, and planning for their future healthcare needs. Rezny Wealth Management, Inc. works with clients to develop a personalized wealth management plan that addresses their individual needs and concerns. The firm's services include investment management, retirement planning, tax planning, estate planning, and risk management. By providing clients with a comprehensive suite of financial services, Rezny Wealth Management, Inc. helps individuals in Fort Myers, FL, achieve financial success and secure their futures.

To view the Minimum Investment and Fee Schedule for Rezny Wealth Management, Inc., visit their Part 2 Brochure.

Services Offered by Rezny Wealth Management, Inc.

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Rezny Wealth Management, Inc. most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Unavailable
Subscription (Newsletter or Periodical)
Fixed Fees (Other than subscription)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 5237 Summerlin Commons Blvd, Fort Myers, FL 33907, USA
Phone (800) 618-8577
Directions
Google My Business Reviews:
4 Stars

Other Office Locations

This firm has no other locations.

State Registrations

Rezny Wealth Management, Inc. is registered to service clients in the following states:

  • Florida
  • Illinois
  • Louisiana

Disciplinary History

Rezny Wealth Management, Inc. does not have any disclosures. Please visit it's Form ADV for more details.

FREQUENTLY ASKED QUESTIONS

Integrated Wealth Management FAQs