RELYON Financial Advisors, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$23,000,000
Total clients
19
74% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
19
Average account size
$1,210,526
About
RelyOn Financial Advisors is a fee-only registered investment adviser that provides financial planning, discretionary wealth management, and limited-scope financial consulting to individuals, high-net-worth clients (and their trusts and family entities), corporations, non-profit organizations, and pension or profit-sharing plans. The firm operates as a single-advisor practice overseeing roughly $23 million in client assets across a small, selective client base.
The firm describes its investment process as a structured, quantitative, evidence-based approach that combines a daily algorithmic market definition (by size, relative price, and profitability) with Modern Portfolio Theory and strategic asset allocation. Portfolios are constructed primarily with no-load, low-cost mutual funds and ETFs (and alternatives when appropriate), are governed by an Investment Policy Statement, and receive ongoing supervision and rebalancing with custodial reporting through major discount broker custodians.
Distinctive aspects of RelyOn include a proprietary daily-algorithm framework for portfolio decisions and the principal’s technical background (advanced degrees in artificial intelligence and information systems plus CFP and PMP credentials), which informs the firm’s quantitative orientation. Operational policies that stand out for a firm of this size include a trade-error policy that reimburses losses (while gains may be used to offset future errors or donated depending on custodian practice) and an explicit practice of not voting client proxies.
Client services
Financial planning
Portfolio management
Expertise
Passive / index investing
Wealth management
Real estate investing
Fee options
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.
Main office location
RELYON Financial Advisors, LLC
12951 Huebner Rd Ste 780322
San Antonio TX 78230, United States
Number of offices
1
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
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