RLS Private Wealth Consulting, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
Total clients
10
0% high-net worth
Total advisors
2
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
5
Average account size
$0
About
RLS Private Wealth Consulting is a small, supported state-registered advisory firm that serves businesses and individual clients with comprehensive wealth planning, family office administration, concierge services, and investment consulting. The firm does not provide discretionary portfolio management or act as an investment manager; its work is primarily consultative and planning-focused.
The firm emphasizes integrated planning and operational oversight, onboarding clients to a third‑party Digital Family Office platform for secure document storage, bookkeeping, budgeting, and consolidated reporting. Investment-related work is advisory: RLS helps create investment policy statements, performs portfolio analyses, coordinates implementation with third‑party managers or custodians, and conducts regular reviews on a quarterly service calendar.
What distinguishes RLS from many peers is the depth of family office operations offered by a small team—day‑to‑day bill pay, vendor onboarding, general ledger management, family‑meeting coordination, and document governance—which for some engagements creates custodial responsibilities and an associated annual surprise exam. The firm also delivers advanced planning outputs such as estate‑waterfall analyses and comprehensive tax reports, and it incorporates family governance and client education activities that are less common among similarly sized advisory firms.
Client services
Expertise
Occupation focus
Fee options
Hourly rates may apply in limited cases for Core Plus and Core offerings.
Elite Offering billed via monthly fee based on complexity and scope; Core Plus and Core offerings billed monthly in arrears with minimum monthly fees as noted.
Minimum fee: Core Plus offering minimum monthly fee of $3,500; Core offering minimum monthly fee of $2,500 Fee-only: Fees billed monthly in arrears; fees are negotiable and based on complexity and scope; includes monthly fees, upfront onboarding fees ranging from $0 to $5,000; hourly rates may apply in limited cases.
Main office location
RLS Private Wealth Consulting, Inc.
Hollister CA, United States
Number of offices
1
Most active in
California
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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