Relyon Financial Advisors

Relyon Financial Advisors at a glance

• One of 690 fee-only firms based in Texas in the Wellspent graph.
• 1 advisor is listed here, who holds the CFP.
• Its Form ADV reports 1 employee and 19 individual clients, 14 of them high net worth.
• Its average account is about $1.2 million (assets it manages divided by its 19 accounts).

Fee-only advisors in Texas · What fee-only advisors charge in Texas

Facts

Relyon Financial Advisors fees

Relyon Financial Advisors doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.

For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.

What its SEC filing says

Advisors at this firm (1)

• Qing Selby

  CFP

Other fee-only firms in San Antonio

• S. Harris Financial Group
• Teamwork Financial Group
• The Summit Group
• Trellisent Investments
• Wela Financial Advisory
• 1900 Wealth
• Bentwood Investment Advisory
• Best Invest

Fee-only advisors in Texas