Reliance Financial Group, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$22,523,116
Clients
35
Advisors
1
of 1 employees
About
Reliance Financial Group, Inc. provides discretionary portfolio management, financial planning, and consulting to individuals and high-net-worth clients, and also serves pension or profit-sharing plans and charitable giving funds. Services include model-based and customized portfolio implementation using mutual funds, ETFs, and separately managed allocations.
The firm emphasizes asset-allocation-based management, using SEI’s Asset Management Program for model mutual-fund allocations with automatic quarterly rebalancing and Schwab OneSource for individualized portfolios. Client objectives, risk tolerance and tax considerations are established through interviews and questionnaires, and accounts are reviewed at least quarterly.
Notably for a firm of its size, Reliance Financial Group includes institutional-like clients—retirement-plan sponsors and charitable organizations—alongside a small client roster representing roughly $22.8 million in discretionary assets, which can support more tailored attention. Participation in the SEI program requires custody with SEI and the firm delegates proxy voting to clients, illustrating a blend of outsourced model management and client-directed administrative choices.
Client services
Expertise
Fee options
Financial planning fixed fee typically ranges from $2,000 to $2,500; consulting fixed fee typically ranges from $500 to $5,000.
$0 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.75% $3,000,001+: 0.50%
Financial planning and consulting services hourly rates range from $100 to $200 per hour.
Fee-only: Fixed fee for portfolio management typically ranges from $2,500 to $10,000 annually; financial planning fixed fees typically range from $2,000 to $2,500; consulting fixed fees typically range from $500 to $5,000.
Main office
Durham NC
Advisors at this office
1
Most active in
North Carolina
Also doing business as
Reliance Financial Group, Inc. · Reliance Financial Group, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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