Advisor at RLS Private Wealth Consulting, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
RLS Private Wealth Consulting, Inc.
Location
Hollister, CA
Credentials
CFP®, Series 63, Series 65
Industry experience
10 years
Alex Baier is a CFP® with 10 years of industry experience. He is currently with RLS Private Wealth Consulting, Inc. and previously worked at Northwestern Mutual Wealth Management Company and Foresters Financial Services. RLS Private Wealth Consulting provides family office services, wealth concierge, and comprehensive financial planning for families, business owners, and individual clients. The firm focuses on advisory, coordination, and implementation support, using third-party custodians and managers for investment execution, and emphasizes family office operations and education programming without offering discretionary investment management.
Based on RLS Private Wealth Consulting, Inc.
Based on RLS Private Wealth Consulting, Inc.
Hourly rates may apply in limited cases for Core Plus and Core offerings.
Elite Offering billed via monthly fee based on complexity and scope; Core Plus and Core offerings billed monthly in arrears with minimum monthly fees as noted.
Minimum fee: Core Plus offering minimum monthly fee of $3,500; Core offering minimum monthly fee of $2,500 Fee-only: Fees billed monthly in arrears; fees are negotiable and based on complexity and scope; includes monthly fees, upfront onboarding fees ranging from $0 to $5,000; hourly rates may apply in limited cases.
Hollister, CA
California
RLS Private Wealth Consulting, Inc.
2025 - Present (1 year)
Northwestern Mutual Wealth Management Company
2019 - 2024 (5 years)
Northwestern Mutual Investment Services LLC
2018 - 2024 (6 years)
William Richardson
2018 - 2024 (6 years)
Foresters Financial Services
2015 - 2018 (3 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 65
Gilroy, CA
Michael Garber Financial Planning
CFP®, Series 63, Series 65
Hollister, CA
RLS Private Wealth Consulting, Inc.
Series 63, Series 65
Hollister, CA
Keystone Advisory Group
CFP®
Gilroy, CA
HFG Advisors, Inc.
Series 63, Series 65
Salinas, CA
The Marshall Financial Group LLC
Series 65
Salinas, CA
Saratoga Research & Investment Management
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