RNS Wealth Management, LLC

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Client assets under management

$4,000,000

Clients

0% high-net worth

Advisors

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Very Low

Average account size

$108,108

About

RNS Wealth Management, LLC provides discretionary asset management, financial planning and consulting, and educational seminars to individual and business clients. The firm reports approximately $4.0 million in assets under management across 37 client relationships and uses platforms that include American Funds Service Company and co‑advisory arrangements with Matson Money.

RNS implements portfolios primarily through mutual fund and model‑based solutions on the American Funds platform and may refer clients to third‑party money managers (TPMs) that retain trading discretion. The firm’s methods of analysis include fundamental, technical, charting and cyclical approaches, and its planning work covers estate, tax, retirement, insurance and related topics.

Distinctive features disclosed in the brochure include that a managing member maintains an outside legal practice and that all managing members operate affiliated insurance businesses, each devoting substantial time to those activities and receiving typical insurance compensation. The firm also offers public seminars (educational in nature and sometimes charged up to $50); combined with its modest AUM and 37‑client roster, this profile suggests RNS operates at a smaller scale and does not appear to be primarily focused on high‑net‑worth households.

Client services

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops

Expertise

Wealth management Retirement income strategy

Fee options

Fixed

Financial planning flat fees up to $5,000; seminars/workshops up to $50 per event

Percentage

$0 - $500,000: 0.75% - 1.00% $500,001 - $1,000,000: 0.50% - 1.00% $1,000,001 - $4,000,000: 0.40% - 0.75% $4,000,001+: 0.25% - 0.50%

Commissions

Insurance commissions earned by managing members in their separate insurance agent capacity

Project-based

Financial planning charged at $500 per hour

Other

Fee-only: Financial planning: $500/hour or negotiable flat fee up to $5,000; seminars/workshops up to $50 per event

Main office location

RNS Wealth Management, LLC

700 Louisiana Street, Suite 3950

Houston TX 77002, United States

Number of offices

Most active in

Louisiana · Montana · Texas

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

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

Lawyer

They provide legal services, typically billed separately.

Is not active or affiliated with:

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.

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

Website 713-962-6196

Advisors at this firm

Jason S

Series 66

Houston, TX

RNS Wealth Management, LLC

Jason Shrieve is a financial advisor at RNS Wealth Management, LLC with 13 years of industry experience. He holds the Series 66 designation and has previously worked at Park Avenue Securities LLC. In addition to his advisory role, Shrieve is involved with Guardian Wealth Design Group as an insurance agent. RNS Wealth Management provides discretionary portfolio management and financial planning primarily for individual clients, often acting as a co-advisor with third-party managers. The firm uses an American Funds mutual-fund platform and emphasizes tailored financial planning with quarterly account reviews.

Wealth management Retirement income strategy

Robert R

Series 66

Houston, TX

RNS Wealth Management, LLC

Robert Ramsey is a financial advisor at RNS Wealth Management, LLC with 18 years of industry experience. He holds a Series 66 designation and has worked at Primerica Advisors for 10 years and Guardian Wealth Design Group since 2005. He is also active as an insurance agent through Guardian Wealth Design Group. RNS Wealth Management provides discretionary portfolio management and financial planning primarily for individual clients, using an American Funds mutual‑fund platform and third‑party managers. The firm delivers tailored financial planning and conducts regular account reviews while maintaining a relatively small client roster.

Wealth management Retirement income strategy

Colin N

Series 66

Houston, TX

RNS Wealth Management, LLC

Colin Norman is a financial advisor at RNS Wealth Management, LLC with 10 years of industry experience. He holds a Series 66 designation and also works as an associate attorney at Kean Miller LLP. In addition to his advisory role, Norman is involved in insurance sales through Guardian Wealth Design Group. RNS Wealth Management provides discretionary portfolio management and financial planning primarily for individual clients, often acting as a co-advisor with third-party managers. The firm uses an American Funds mutual-fund platform and offers tailored financial planning with regular account reviews.

Wealth management Retirement income strategy

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