Qing Selby
Advisor at RELYON Financial Advisors, LLC
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.
Advisor at RELYON Financial Advisors, LLC
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
RELYON Financial Advisors, LLC
Location
San Antonio, TX 78230
Credentials
CFP®, Series 65
Industry experience
11 years
Qing Selby is a CFP® and holds a Series 65 license with 11 years of industry experience. He is the sole advisor at Relyon Financial Advisors, LLC in San Antonio, TX, where he has worked since 2015. Outside of advising, he is involved in IT strategic consulting and program management and serves as a trustee for the Selby Family Trust. RelyOn Financial Advisors is a fee-only registered investment adviser serving individuals, high-net-worth clients, corporations, non-profits, and pension or profit-sharing plans. The firm uses a structured, quantitative, evidence-based investment process with a proprietary daily algorithm and focuses on low-cost mutual funds and ETFs, overseeing approximately $23 million in client assets.
Based on RELYON Financial Advisors, LLC
Financial planning services charged an annual base fee of $3,999 with optional $149/month maintenance fee if no assets under management; fees negotiable based on client needs.
$0 - $1,000,000: 0.75% $1,000,001 - $3,000,000: 0.50% $3,000,001 - $5,000,000: 0.40% $5,000,001 - $10,000,000: 0.20% $10,000,001+: Negotiable
Hourly fees for financial consulting services range from $150 to $450 per hour depending on service and professional.
Account minimum: $99.00 minimum monthly fee for investment management services (minimum fee, not strictly minimum assets) Minimum fee: Minimum monthly fee of $99.00 for investment management services (may be reduced at discretion) Fee-only: Fee-only financial planning, wealth management, and consulting services; no commissions accepted.
12951 Huebner Rd Ste 780322
San Antonio, TX 78230
Texas
Relyon Financial Advisors, LLC
2015 - Present (11 years)
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