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Rezny Wealth Management, Inc.

Updated today

Client assets under management

$506,000,000

Clients

275

73% high-net-worth

Advisors

2

of 7 employees

Firm type

Team

5-30 advisors or >$500M in AUM

Clients per advisor

138

Very High

Average account size

$1,840,000

About

Rezny Wealth Management serves primarily individual clients, including high-net-worth households, and also provides advisory services to pension/profit-sharing arrangements and trustee-directed ERISA plans. The firm offers discretionary portfolio management and integrated financial planning for clients who enter an advisory relationship, and it will, in limited circumstances, advise on annuity sub-accounts or rollovers when appropriate.

The firm uses an active, model-driven investment approach that combines quantitative and fundamental analysis through its Global Tactical Opportunity Portfolios (GTOP), with primary allocations to stocks, bonds, and exchange-traded funds across objective-based models (aggressive growth, growth, balanced, balanced income, or customized). Portfolio positions are reviewed daily and managed on a discretionary basis with an emphasis on tactical adjustments and prudent risk management.

Rezny is notable for its scale relative to its advisory team: it manages over $500 million in discretionary assets, resulting in materially higher AUM per advisor than is typical among team firms. It operates as a fee-only registered investment advisor, provides planning as part of the advisory relationship, and documents trustee-level and annuity-subaccount advisory capabilities that some comparable firms do not routinely offer.

Client services

Financial planning Portfolio management

Expertise

Annuities

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Fee options

Percentage

$0 - $500,000: 1.50% $500,000+: 1.00%

Other

Account minimum: $2,000,000 Fee-only: Fee-Only basis; no commissions or 12b-1 fees received or shared.

Main office location

Rezny Wealth Management, Inc.

5237 Summerlin Commons Blvd, Suite 206

Fort Myers FL 33907, United States

Number of offices

3

Most active in

Florida · Illinois · Louisiana · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Jessica S

Series 65

Aurora, IL

Rezny Wealth Management, Inc.

Jessica Stanley is a financial advisor at Rezny Wealth Management, Inc. in Aurora, IL, holding a Series 65 designation with 13 years of industry experience. She has been with Rezny Wealth Management since 2009. Rezny Wealth Management primarily serves individual investors, including high-net-worth clients, as well as pension and profit-sharing plans, offering discretionary portfolio management and integrated financial planning on a fee-only basis. The firm manages approximately $506 million in client assets, utilizing a Global Tactical Opportunity Portfolios framework that combines quantitative and fundamental analysis across a range of investment styles.

Annuities
user avatar

Brian R

CFP®, Series 63, Series 65

Fort Myers, FL

Rezny Wealth Management, Inc.

Brian Rezny is a CFP® with 28 years of industry experience and has been with Rezny Wealth Management, Inc. since 2013. He holds Series 63 and Series 65 licenses and hosts a weekly radio show, "The Rezny Wealth Report," broadcast live on multiple stations in the Florida and Chicagoland areas. He is also a licensed life insurance agent. Rezny Wealth Management primarily serves individual investors, including high-net-worth clients, as well as pension and profit-sharing plans. The firm provides discretionary portfolio management and integrated financial planning using a Global Tactical Opportunity Portfolios framework that combines quantitative and fundamental analysis.

Annuities
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