Advisor at Rezny Wealth Management, Inc.
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Firm
Rezny Wealth Management, Inc.
Location
Fort Myers, FL 33907
Credentials
CFP®, Series 63, Series 65
Industry experience
28 years
Brian Rezny is a CFP® with 28 years of industry experience and has been with Rezny Wealth Management, Inc. since 2013. He holds Series 63 and Series 65 licenses and hosts a weekly radio show, "The Rezny Wealth Report," broadcast live on multiple stations in the Florida and Chicagoland areas. He is also a licensed life insurance agent. Rezny Wealth Management primarily serves individual investors, including high-net-worth clients, as well as pension and profit-sharing plans. The firm provides discretionary portfolio management and integrated financial planning using a Global Tactical Opportunity Portfolios framework that combines quantitative and fundamental analysis.
$0 - $500,000: 1.50% $500,000+: 1.00%
Account minimum: $2,000,000 Fee-only: Fee-Only basis; no commissions or 12b-1 fees received or shared.
5237 Summerlin Commons Blvd, Suite 206
Fort Myers, FL 33907
Florida · Illinois · Louisiana · Texas
Rezny Wealth Management, Inc.
2013 - Present (13 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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.
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