Reign Wealth Logic

Reign Wealth Logic is an independent, single-advisor registered investment adviser that primarily serves individual clients as well as pension/profit-sharing plans and business entities. The firm offers written financial planning and consulting, refers clients to third‑party money managers for discretionary asset management, and the principal also provides insurance and tax-planning support through affiliated entities.

The firm’s engagement model centers on producing tailored written financial plans and helping clients identify risk tolerance and objectives; financial plans do not themselves implement or continuously manage client portfolios. For clients seeking ongoing portfolio management, Reign Wealth Logic refers them to third‑party managers (the brochure cites Orion Portfolio Solutions as a commonly used option) and uses a mix of charting, fundamental and technical analysis with a value‑oriented, long‑term emphasis and tactical/strategic asset allocation.

Noteworthy distinctions include the firm’s affiliation with tax and planning businesses (described as providing tax preparation/planning and estate/business planning support) and an insurance‑agency arrangement, which create potential referral and commission conflicts that the brochure discloses and addresses. The firm reports no assets under management and does not typically charge percentage‑of‑AUM advisory fees itself, and its disclosure also notes a 2024 regulatory action that resulted in fines and a brief suspension related to a repaid client loan.