QS
CFP
QS
CFP

Qing Selby

11 Years of Experience
San Antonio, TX

Qing Selby is a CFP-designated registered investment advisor at Relyon Financial Advisors, LLC, based in San Antonio, TX, with 11 years of industry experience. Qing operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning, Tax Planning. Their firm serves 19 clients with $23M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
19 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$23.0M

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M0.75%
$1.0M - $3.0M0.50%
$3.0M - $5.0M0.40%
$5.0M - $10.0M0.20%
$10M+0.20%

Client accounts may be aggregated for fee calculations. Fees above $10,000,000 are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

12951 Huebner Rd Ste 780322, San Antonio, TX, 78230

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Qing is involved in IT strategic consulting and program management. Qing also serves as a trustee for the Selby Family Trust.

Employment History
Current Registrations
Relyon Financial Advisors, LLC
August 2015 - Present · 10 yrs 9 mos
Previous Registrations
Worthpointe
June 2014 - June 2015 · 1 yr
State Registrations1 state
TX
Advisor

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.

Exams
No exam information available for this advisor.
Qing Selby - Financial Advisor | TrueAdvisor