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Rezny Wealth Management, Inc.

EST. AUM
$576,000,000

CONTACTS

CLIENT ACCOUNTS
275

Firm Details

Metro area Ft. Myers
CRD Number 109638
Website reznywealth.com
Client types

Overview

Rezny Wealth Management (RWM) is a fee-only fiduciary financial advisory firm based in Southwest Florida, with additional offices in Naples, FL and Aurora, IL. The firm serves individuals and families planning for retirement, with a stated minimum of $2,000,000 in investable assets for new clients, and offers a complimentary money management program to active-duty military personnel. RWM operates under a legal fiduciary standard, requiring the firm to act in clients' best interests at all times, with no commission-based compensation.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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