Brian Rezny
Brian Rezny is a CFP-designated registered investment advisor at Rezny Wealth Management, INC., based in Fort Myers, FL, with 28 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning. Their firm serves 275 clients with $510M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K+ | 1.00% |
Break points on advisory fees for accounts at Jefferson National and Nationwide will not be combined for break points on other Investment Advisory Accounts. Investment Advisory Accounts are managed separately from sub-accounts in Variable Annuities.
Fee Estimator
Location
5237 Summerlin Commons Blvd, Suite 206, Fort Myers, FL, 33907
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2002Other Business ActivitiesSells Insurance
Brian has been a life insurance agent since 1987, dedicating minimal time to this activity. Brian also hosts "The Rezny Wealth Report" radio show on multiple stations, dedicating minimal time to this investment-related activity.
Employment History
Current Registrations
Rezny Wealth Management, INC.
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.