REZNY WEALTH MANAGEMENT, INC.
SEC RegisteredReal Financial Advice. Real Money Management.
About the firm
Rezny Wealth Management (RWM) is a fee-only fiduciary money management firm that provides active, customized investment and retirement planning. The firm does not accept commissions and is legally required to act in clients' best interests at all times. RWM also offers a complimentary money management program for full-time active duty military personnel.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Active investment management, holistic financial planning, retirement planning, income maximization, tax reduction strategies, customized portfolio management, investment goal-setting, and formulation of investment plans based on individual risk profile and financial capacity.
Who they serve
Investors and retirees seeking retirement income and wealth growth, as well as full-time active duty military personnel.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 75 | $56M |
| High Net Worth Individuals | 200 | $450M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $500,000 | 1.50% |
| Next $500,000 & over | 1.00% |
Data as of March 23, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. REZNY WEALTH MANAGEMENT, INC. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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