Fee-Only Fiduciary
Financial Planning

Real Money Management and the Financial Advice You Deserve.
Specializing in investment portfolio management and retirement planning, Rezny Wealth Management provides the financial advice you deserve with a fiduciary standard of care.

Our mission is to help you achieve financial security for the long term. Most of our clients are retirees or pre-retirees who want to live a worry-free and secure retirement.

100% Fee-Only Fiduciary—We Work for You,
Not Wall Street

Rezny Wealth Management is a privately owned fee-only SEC registered advisory firm, in business for over 20 years. Founder and President Brian C. Rezny has over 30 years of investment management and wealth planning experience.

As a fee-only financial planning firm, our revenues are derived solely from fees paid directly to us by our clients. This means that, as our client, we work for you—not a bank, brokerage or Wall Street firm. The relationship is that of a trusted advisor, not a broker. Unlike commission-based advisors (who are really salespeople), we have no incentive to recommend or sell you proprietary financial products in order to earn our compensation. We can invest on your behalf and give financial advice without these inherent conflicts of interest. And as a fiduciary, it’s not just our mission to work only in our clients’ best interests, but our legal obligation.

Fee-Only Fiduciary Financial Planner vs.
Fee-Based or Commission-Based Financial Advisor

Fee-Only Fiduciary Financial Planner

Earns compensation from fee-only; typically as a percentage of the Assets Under Management (AUM)

Free to offer a wide array of financial and investment solutions

Limited potential for conflicts of interest

Legally required to act in the client’s best interest

Fee-Based or Commission-Based

Earns some or all compensation from opening accounts, selling products, referrals, kickbacks

May be limited to specific services their company provides

Potential for inherent conflicts of interest due to compensation method

Non-fiduciary advisors are only required to recommend products “suitable” to client’s needs

Do You Have a Real Money Manager or a Salesperson?

The Rezny Wealth
Management Difference

Rezny Wealth Management provides financial planning and investment management services to over 200 families and individuals across the United States.

In addition to the benefits covered above, there are several other reasons informed investors choose to work with us.

Personal Time & Attention

Personal attention, customized financial planning and investment management, and exceptional client communications are at the forefront of our agenda. Rezny Wealth Management is closer to our clients, allowing us to provide more personalized management and a feeling of family. We are quicker to adapt and react to change to safeguard your investments or capitalize on emerging trends, and are better able to develop lasting relationships built on performance and trust. We take the time to educate and guide our clients toward informed decisions.

Customized & Proactive Financial Planning

For our clients, proactive planning can be a greater value. Our depth of experience with financial planning in all aspects of a client’s life is perfectly suited for clients who need sophisticated strategies.

Everything we do is based on the client’s specific goals, assets and risk profile. From retirement planning to income maximization to tax reduction strategies, we offer money management services that are truly customized to the client’s needs.

Timely & Active Investment Management

Most firms just “buy and hold” with little regard to managing portfolio risk. This, in our opinion, is unacceptable. Our investment management is designed to grow your wealth, provide increasing retirement income, and manage the risk in your portfolio. As an active money management firm we work diligently to manage the investment risk in your portfolio, making portfolio adjustments when necessary.

Find out more about our investment management strategy on the Investment Philosophy page.

Custodian & Safety of Your Accounts

Our managed accounts are Custodian with TD Ameritrade, one of the largest Custodian firms in the world. SIPC Protection TD Ameritrade, Inc. is a member of the Securities Investor Protection Corporation (SIPC). Securities in your account are protected up to $500,000. Additionally, TD Ameritrade provides each client $149.5 million worth of protection for securities and $2 million of protection for cash through supplemental coverage provided by London insurers.

Experience the Difference of Real Money Management

Is your portfolio being managed properly for growth and increasing retirement income—or just “set and forget?” Is your current advisor providing the financial advice you deserve and expect?

If you have any concerns at all about how your money is being managed, contact us today. We work with investors who have $500,000 of investment assets and greater.

Our mission is to deliver the proactive investment management and advice that will empower you to live a secure worry-free retirement.

Real Financial Advice. Real Money Management. 100% of the Time.

Working with investors who have $500,000 of investment assets and greater.
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