Reliance Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Reliance Wealth Management works with individuals (including high‑net‑worth clients), as well as foundations, trusts, estates, corporations and charitable organizations, offering discretionary investment management and both integrated and stand‑alone financial planning. Financial planning is included with its investment management services, and the firm generally applies a $500,000 account minimum for advisory and asset management engagements, which it may waive at its discretion.
The firm’s investment process is a top‑down, macro‑environmental approach that emphasizes tactical asset allocation with sector rotation and a relative growth/value framework, allocating across mutual funds, ETFs, individual equities, bonds, structured notes and alternative investments. It may deploy third‑party model managers through a Turnkey Asset Management Program (Triad Wealth Partners), engage sub‑advisors when appropriate, and uses a third‑party risk‑analysis tool (Nitrogen) to quantify client risk scores and align portfolios to a target range (typically within 5–10 points).
Distinctive elements in the brochure include the firm’s recent formation and SEC registration (state‑registered September 2024; SEC approval January 2026) and the addition of Fidelity as a qualified custodian; the firm also discloses relationships with a platform provider and an affiliated insurance agency whose representatives may recommend commissionable insurance and annuity products. Reliance Wealth’s disclosed ability to access structured notes, non‑liquid alternative investments and digital‑currency‑related products (via publicly traded vehicles) expands its product set beyond typical mutual fund/ETF allocations for a team of its size, and the brochure outlines how those relationships and potential conflicts are managed and disclosed.
Client services
Expertise
Fee options
One-time financial planning fees range from $2,500 to $10,000.
$0 - $500,000: 1.80% $500,001 - $1,000,000: 1.50% $1,000,001 - $2,000,000: 1.20% $2,000,001 - $5,000,000: 0.90% $5,000,001+: 0.60%
Insurance commissions and trails may be received for insurance products sold; conflicts disclosed.
$350/hour for financial planning if terminated early.
On-going financial planning fees between $125-$2,500 per month.
Account minimum: $500,000
Main office
6827 Camp Bullis Rd., Ste. 402
San Antonio TX 78256
Advisors at this office
7
Most active in
California · Louisiana · New Jersey · Texas
Also doing business as
Reliance Financial Partners · Reliance Retirement · Reliance Wealth Management · S & D Financial, L.L.C. · S&D Financial, 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 active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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.
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Advisors at this firm
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