Reliance Financial Group, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$22,846,538
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
35
17% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
35
Average account size
$652,758
About
Reliance Financial Group, Inc. provides discretionary portfolio management, financial planning, and consulting to individuals and high-net-worth clients, and also serves pension or profit-sharing plans and charitable giving funds. Services include model-based and customized portfolio implementation using mutual funds, ETFs, and separately managed allocations.
The firm emphasizes asset-allocation-based management, using SEI’s Asset Management Program for model mutual-fund allocations with automatic quarterly rebalancing and Schwab OneSource for individualized portfolios. Client objectives, risk tolerance and tax considerations are established through interviews and questionnaires, and accounts are reviewed at least quarterly.
Notably for a firm of its size, Reliance Financial Group includes institutional-like clients—retirement-plan sponsors and charitable organizations—alongside a small client roster representing roughly $22.8 million in discretionary assets, which can support more tailored attention. Participation in the SEI program requires custody with SEI and the firm delegates proxy voting to clients, illustrating a blend of outsourced model management and client-directed administrative choices.
Client services
Portfolio management
Expertise
General retirement planning
Cash flow / budgeting
General tax planning
Wealth management
Fee options
Financial planning fixed fee typically ranges from $2,000 to $2,500; consulting fixed fee typically ranges from $500 to $5,000.
$0 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.75% $3,000,001+: 0.50%
Financial planning and consulting services hourly rates range from $100 to $200 per hour.
Fee-only: Fixed fee for portfolio management typically ranges from $2,500 to $10,000 annually; financial planning fixed fees typically range from $2,000 to $2,500; consulting fixed fees typically range from $500 to $5,000.
Main office location
Reliance Financial Group, Inc.
Durham NC, United States
Number of offices
1
Most active in
Reliance Financial Group, Inc. has reported serving >5 clients in these states in the last 12 months.
North Carolina
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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