Relic Wealth Management LLC

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Client assets under management

$4,100,000

Clients

0% high-net worth

Advisors

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Low

Average account size

$58,571

About

Relic Wealth Management LLC provides asset management, financial planning and retirement plan consulting to a mix of individual investors, trusts, corporations and employee benefit plans. Services described in the brochure include discretionary portfolio management across public and private securities, standalone financial plans or consultations, and ongoing consulting for employer-sponsored retirement plans.

The firm says it tailors investment strategies to clients’ objectives and monitors portfolios regularly, employing a range of analytical methods such as fundamental, technical, quantitative, cyclical and sector analysis. Portfolios may include individual stocks and bonds, ETFs, options, REITs and other alternative investments, and the firm includes complementary financial planning as part of its asset management offering.

Relic is atypical for a small independent adviser in that it may enter performance‑based fee arrangements with qualified clients—using a share of net profits subject to a high‑water mark—while also providing retirement plan and pension consulting and accepting institutional portfolio engagements under ERISA fiduciary responsibilities. The combination of performance‑linked compensation, institutional pension work, and use of broader strategies (including alternatives, options and short sales) sets its practice apart from many peers.

Client services

Financial planning Portfolio management Pension consulting

Expertise

Options & derivatives strategies Private / alternative investments Real estate investing Wealth management

Fee options

Fixed

Flat fees for financial planning and consulting up to $25,000.

Performance-based

Up to 10% of net profits after management fee, charged monthly with a high water mark.

Other

Fee-only: Flat fees for financial planning and consulting up to $25,000; fees negotiable and detailed in agreements.

Main office location

Relic Wealth Management LLC

Ponder TX, United States

Number of offices

Most active in

Texas

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

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.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

540-817-1475

Advisors at this firm

Thomas B

Series 65

Ponder, TX

Relic Wealth Management LLC

Thomas Barber is a financial advisor at Relic Wealth Management LLC in Ponder, TX, holding a Series 65 designation with no prior industry experience. His background includes clinical pharmacy roles at Denton State Supported Living Center and Trusted Medical, where he provided drug regimen reviews for patients. Relic Wealth Management LLC offers asset management, financial planning, and retirement plan consulting to individual investors, trusts, corporations, and employee benefit plans. The firm employs a range of analytical methods and investment strategies, including discretionary portfolio management and performance-based fee arrangements for qualified clients.

Options & derivatives strategies Private / alternative investments Real estate investing Wealth management

Ross R

Series 66

Ponder, TX

Relic Wealth Management LLC

Ross Richmond is a financial advisor at Relic Wealth Management LLC with seven years of industry experience. He previously worked at Bank of America, Merrill Lynch, and Edward Jones. Outside of finance, Richmond owns Oceanside Cleaning LLC, a service and maintenance business. Relic Wealth Management LLC provides asset management, financial planning, and retirement plan consulting to individuals, trusts, corporations, and employee benefit plans. The firm employs a tailored investment approach using various analytical methods and offers discretionary portfolio management that includes a broad range of securities and alternative investments.

Options & derivatives strategies Private / alternative investments Real estate investing Wealth management

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