Alex Baier is a CFP-designated registered investment advisor at Rls Private Wealth Consulting, INC., based in Hollister, CA, with 10 years of industry experience. Alex operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Retirement Planning, and 1 more.
Compensation
Firm Size
IM Fee
Fee Structure
RLS Private Wealth Consulting offers ongoing comprehensive financial planning for an annual fee ranging from $25,000 to $75,000, billed monthly. In some cases, RLS may charge an hourly rate of $325. The fee is based on anticipated hours worked and can be adjusted with client approval. Clients may be required to pay an upfront fee ranging from $1,000 to $5,000, which will be credited towards the first billing period's fee.
Location
Hollister, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Rls Private Wealth Consulting, INC.
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
Foresters Financial Services, INC.Broker
State Registrations1 state
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