PlannerFees

Relyon Financial Advisors, LLC fees and pricing

Financial planner in San Antonio, Texas. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated November 29, 2024, Relyon Financial Advisors, LLC charges $150⁠-⁠$450 an hour, a monthly fee of $149, and an annual fee of $3,999 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed November 29, 2024. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$150⁠-⁠$450/hr
“RelyOn will generally charge an hourly fee ranging from $150 to $450, depending upon the level and scope of the service(s) required and the professional(s) rendering the service(s).”
Monthly fee
$149/mo
“The current base annual fee for a comprehensive financial planning service is $3,999.00 with an optional monthly maintenance fee of $149.00 per month if there is no assets under management.”
Annual fee
$3,999/yr

From the same sentence as above.

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Relyon Financial Advisors, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

  • “The Financial Planning fee is negotiable based on specific financial planni ng needs and/or modules requested by clients.”
  • “Upon termination, fees will be prorated to the date of termination and the unearned portion of the fee will be refunded to the client.”
  • “Alternatively, RelyOn may invoice clients directly for portfolio management fees.”

How Relyon Financial Advisors, LLC’s fees compare

  • Its hourly rate of $150-$450 spans the Texas median of $275. 53% of the 468 other Texas planners that publish an hourly rate charge less.
  • 12 of the 24 other planners in San Antonio that publish an hourly rate charge less.
  • Its annual fee of $3,999 is below the Texas median of $6,000. 33% of the 106 other Texas planners that publish an annual fee charge less.
  • 1 of the 3 other planners in San Antonio that publish an annual fee charge less.

About Relyon Financial Advisors, LLC

“About RelyOn Financial Advisors, LLC RelyOn Financial Advisors, LLC (“RelyOn”) is a Registered Investment Advisor and has been in business since 2015, providing financial planning, wealth management and financial consulting services to select clients.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Credentials named in the brochure: CFP®.
  • Meets clients remotely: the brochure mentions virtual or online meetings.
  • Registered as an adviser: 2015 (11 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • Tax planning
  • Estate planning
  • College planning

Firm details from Form ADV

How the firm is paid
Hourly fees, fixed or flat fees, percentage of assets under management
Charges a % of assets
Yes
Highest asset based fee in brochure
0.75% a year
Clients
19
Employees
1
Works with
Individuals and high net worth individuals
Services reported to regulators
Financial planning and portfolio management for individuals and small businesses
Assets managed
$23,500,000
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
269934
Website
relyonwm.com (opens in new tab)
Phone
(682) 626-6082

Other planners in San Antonio that publish fees

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Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.