# Casey Rench

> Casey Rench is a fee-only financial advisor at Relevance Capital Management in Denton, Texas, who holds the CFP and CFA credentials. Casey focuses on retirement planning and tax planning. Relevance Capital Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/casey-rench/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Relevance Capital Management
- **Based in:** Denton, Texas
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $495.9M across 280 accounts
- **Credentials:** CFP, CFA
- **Specialties:** Retirement planning, Tax planning
- **Works with:** Retirees
- **CRD:** 6155437 (https://adviserinfo.sec.gov/individual/summary/6155437)
- **SEC registration:** Investment adviser representative in TX
- **Exams passed:** Series 65 (2013)
- **Firm size:** 5 employees
- **Disclosures:** None reported
- **Website:** https://www.relevancecm.com/

## Frequently asked questions

### Is Casey Rench a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Casey holds no broker registration, and Relevance Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Casey charge for financial advice?

Casey's firm, Relevance Capital Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Casey Rench based?

Casey Rench is based in Denton, Texas.

### What does Casey specialize in?

Casey's specialties include retirement planning and tax planning. Casey works with retirees.

### What credentials does Casey Rench hold?

Casey Rench holds the CFP and CFA credentials.

### Is Casey Rench registered with the SEC?

Yes. Casey Rench is registered as an investment adviser representative in TX (CRD 6155437), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Relevance Capital Management manage?

Relevance Capital Management reports $495.9M across 280 accounts in assets under management.

### How do I contact Casey Rench?

Through Casey's website, www.relevancecm.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6155437): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.relevancecm.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.