RLN Wealth
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$20,133,972
Clients
9
56% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
9
Very LowAverage account size
$2,237,108
About
RLN Wealth is a fee-only, registered investment adviser that provides investment management and comprehensive financial planning to individual and high‑net‑worth clients. Like many independent advisers, it emphasizes portfolio management and tailored planning, but it manages roughly $20.1 million across a very small roster of client relationships.
The firm constructs portfolios using a mix of passive and active strategies guided by Modern Portfolio Theory, and it can incorporate customizable socially responsible (ESG) approaches and client‑imposed restrictions. For implementation it relies on third‑party outside managers—most notably a selected platform—to execute allocation models, handle trading and custody relationships, and provide quarterly reporting while the firm monitors manager performance and client suitability.
Noteworthy aspects include that the firm was recently formed (founded in 2023 and registered in 2024) and that its principal holds both CFP and CPA credentials with a corporate finance background, supporting integration of tax, business‑planning, and retirement advice. The combination of a very small client base, reliance on outside managers for execution and custody, and an integrated service model that pairs investment management with ongoing planning distinguishes the firm from many peers.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Business ownership considerations
Business exit / sale strategy
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Fee options
Fixed fees for project-based financial planning range from $750 to $15,000; ongoing financial planning fixed fees range from $1,250 to $3,750 quarterly
$0 - $1,000,000: 0.85% $1,000,001 - $3,000,000: 0.70% $3,000,001+: 0.50%
Hourly rate of $350 for project-based financial planning
Minimum fee: Minimum annual fee of $5,000 for investment management services and $5,000 for ongoing financial planning services; may be waived at firm's discretion Fee-only: Fee-only firm; compensation solely from clients, no commissions or sales-related compensation
Main office location
RLN Wealth
3350 Annapolis Lane N, Suite C
Plymouth MN 55447, United States
Number of offices
1
Most active in
RLN Wealth has reported serving >5 clients in these states in the last 12 months.
Minnesota
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:
-
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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