Brian Rezny
Rezny Wealth Management · Fort Myers, Florida
Brian Rezny is a fee-only financial advisor at Rezny Wealth Management in Fort Myers, Florida, who holds the CFP credential. Brian charges a percentage of assets (a $2,000,000 asset minimum) and focuses on retirement planning and tax planning.
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Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | Rezny Wealth Management |
|---|---|
| Based in | Fort Myers, Florida |
| Fee model | Percentage of assets |
| Fees (firm's website) | A $2,000,000 asset minimum |
| Accepting new clients | Yes |
| Assets under management | $576M across 275 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL, IL, LA, TX · CRD 1799205 |
| Exams passed | Series 63 (1991) · Series 65 (1992) |
| Firm size | 7 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.reznywealth.com |
| Profile |
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Questions about Brian
Is Brian Rezny a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Brian holds no broker registration, and Rezny Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Brian charge for financial advice?
Brian charges a percentage of assets.
How much does Brian charge?
According to Rezny Wealth Management's website, checked October 30, 2026: a $2,000,000 asset minimum.
Where is Brian Rezny based?
Brian Rezny is based in Fort Myers, Florida.
What does Brian specialize in?
Brian's specialties include retirement planning and tax planning. Brian works with retirees and pre-retirees.
What credentials does Brian Rezny hold?
Brian Rezny holds the CFP credential.
Is Brian Rezny registered with the SEC?
Yes. Brian Rezny is registered as an investment adviser representative in FL, IL, LA and TX (CRD 1799205), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Rezny Wealth Management manage?
Rezny Wealth Management reports $576M across 275 accounts in assets under management.
How do I contact Brian Rezny?
Through Brian's website, www.reznywealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Rezny Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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