About RELYON FINANCIAL ADVISORS, LLC
RELYON FINANCIAL ADVISORS, LLC is a leading financial advisory firm that specializes in providing comprehensive and personalized financial planning services to their clients. Their team of experienced professionals is dedicated to helping individuals and families achieve their financial goals and secure their financial future.
How does the advisor help clients – Key Takeaways:
- Provides personalized financial planning services
- Helps clients achieve their financial goals
- Dedicated team of experienced professionals
Facts and Insights
RELYON FINANCIAL ADVISORS, LLC was established in 2005 and has since become a trusted name in the financial industry. As of 2021, they manage over $500 million in assets and have a team of 10 experienced advisors.
Assets Under Management, Number of Advisors and Time in Business:
| Year Established | Assets Under Management | Number of Advisors |
|---|---|---|
| 2005 | $500 million | 10 |
Financial Services Offered
RELYON FINANCIAL ADVISORS, LLC offers a wide range of financial services to meet the diverse needs of their clients. These services include:
- Retirement planning
- Investment management
- Estate planning
- Tax planning
- Insurance planning
- Education and college planning
Client Types
RELYON FINANCIAL ADVISORS, LLC caters to a variety of clients, including:
- Individuals
- Families
- Small business owners
- Professionals
Fees & Compensation
RELYON FINANCIAL ADVISORS, LLC believes in transparency when it comes to their fees and compensation structure. They primarily charge a percentage of assets under management, with fees ranging from 0.5% to 2% depending on the amount of assets managed. They may also charge hourly or project-based fees for certain services.
Background
The team at RELYON FINANCIAL ADVISORS, LLC has a combined experience of over 100 years in the financial industry. They have a proven track record of helping clients achieve their financial goals and their expertise has been recognized by various industry peers.
Financial Advisor Disclosures to Know
As a registered investment advisor, RELYON FINANCIAL ADVISORS, LLC is required to disclose any potential conflicts of interest or disciplinary actions. Currently, they have a clean regulatory record with no disciplinary actions taken against them.