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Qing Selby

Advisor at RELYON Financial Advisors, LLC

Updated today
RELYON Financial Advisors, LLC logo

Firm

RELYON Financial Advisors, LLC

Location

San Antonio, TX 78230

Credentials

CFP®, Series 65

Industry experience

11 years

About

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.

Client services

Based on RELYON Financial Advisors, LLC

Financial planning Portfolio management

Expertise

Based on RELYON Financial Advisors, LLC

Passive / index investing Wealth management Real estate investing

Fee options

Fixed

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.

Percentage

$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

Project-based

Hourly fees for financial consulting services range from $150 to $450 per hour depending on service and professional.

Other

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.

Location

12951 Huebner Rd Ste 780322

San Antonio, TX 78230

Most active in

Texas

Work history

Relyon Financial Advisors, LLC

2015 - Present (11 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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John N

Series 63

San Antonio, TX

The Legacy Collaborative, Inc.

Business succession planning Charitable giving & philanthropy Wealth management Founder/Business Owner

Tess D

CFP®

San Antonio, TX

Complete View Financial LLC

Hello, I'm Tess Downing. I am the founder and lead financial advisor of Complete View Financial LLC, a fee-only financial planning firm serving individuals and families who are either retired or nearing retirement. We are retirement-focused and specialize in planning and collaborating with retirees to make the most of their financial journey. We want to partner with you in your journey by helping you set financial goals and empowering you with the financial knowledge you need for success through transparent and honest guidance. Our mission is to provide clients with peace of mind regarding their financial picture so they are able to focus on the things that matter most to them. Since our inception, we have spent numerous hours collaborating with those preparing for retirement and current retirees to better understand the true concerns, aspirations, and desires that lie ahead for late adulthood. I have been named to the Investment News list of “40 Under 40” which features the best professionals among the financial advice industry’s up-and-comers. I have also been repeatedly recognized in Northern Virginia Magazine’s list of Top Financial Advisors. I earned my Master of Business Administration degree from Texas Tech University. I also graduated magna cum laude with a Bachelor of Science in Personal Financial Planning from TTU. Before founding Complete View Financial, I worked in the fee-only financial planning and investment management industry with highly reputable firms on the East Coast. On a personal note, when I am not working with clients, I am with my family, my husband and two daughters. We have our hands full and typically have busy weekends with swim parties, ballet, family visits, and movie nights. We love to travel and are now hoping to pass on that passion to our children. When I do manage to escape for a night, I enjoy trying the best new restaurants which then necessitates being a body pump fanatic at my local gym.

Passive / index investing Established Professionals Baby Boomers (Born 1946-1964)
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Kyle M

CFP®, Series 66

San Antonio, TX

Kapela

Passive / index investing Active portfolio management
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John C

CFP®, Series 63

San Antonio, TX

Carr Consulting P.A.

Active portfolio management Options & derivatives strategies Cash flow / budgeting College savings (529s, UTMA, etc.) General retirement planning Founder/Business Owner
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Zachary W

Series 65

San Antonio, TX

Oakridge Financial Planning LLC

General retirement planning Income planning Cash flow / budgeting Debt management College savings (529s, UTMA, etc.)
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Scott P

Series 63, Series 65

San Antonio, TX

Trellisent Investments

Wealth management Real estate investing Retired
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