Firm
Rezny Wealth Management
Fort Myers, Florida
Fee-only
Facts
| Based in | Fort Myers, Florida |
|---|---|
| Website | reznywealth.com |
| Phone | (800) 618-8577 |
Rezny Wealth Management fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Account minimum | $2,000,000 |
|---|---|
| How it charges | Percentage of assets |
In the firm's words
"To work with RWM, our new client minimum is $2,000,000." source
"Compensation derives strictly from management fees; typically as a percentage of the Assets Under Management (AUM)" source
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
| Paid by | Percentage of assets · Hourly |
|---|---|
| Assets managed | $576 million |
| Individual clients | 75 |
| Financial planning | Offered |
| Form ADV filed | July 13, 2026 |
| SEC record | CRD 109638 |