Casey Rench
Relevance Capital Management · Denton, Texas
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.
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Specialties
Who they serve
- Retirees
Facts
| Firm | Relevance Capital Management |
|---|---|
| Based in | Denton, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $495.9M across 280 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in TX · CRD 6155437 |
| Exams passed | Series 65 (2013) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.relevancecm.com |
| Profile |
How Casey's firm compares
- Relevance Capital Management's average account is about $1.8 million, from its Form ADV (assets managed divided by 280 accounts).
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Questions about Casey
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.
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
- Relevance Capital 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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