Reliance Wealth Management logo

Reliance Wealth Management

Updated today

Client AUM

$134,178,280

Clients

302

Advisors

7

of 15 employees

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

Financial planning Portfolio management Selection of other advisers

Expertise

General retirement planning Retirement income strategy Wealth management Passive / index investing Private / alternative investments

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Fee options

Fixed

One-time financial planning fees range from $2,500 to $10,000.

Percentage

$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%

Commissions

Insurance commissions and trails may be received for insurance products sold; conflicts disclosed.

Project-based

$350/hour for financial planning if terminated early.

Subscriptions

On-going financial planning fees between $125-$2,500 per month.

Other

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

Advisors at this firm

user avatar

Tyler D

Series 65

San Antonio, TX

Reliance Wealth Management

Tyler Dunkelberger is a financial advisor with Reliance Wealth Management in San Antonio, TX, holding a Series 65 credential and three years of industry experience. He previously worked at Coppell Advisory Solutions LLC and is also Vice President and Insurance Agent at Reliance Financial Partners, where he is involved in the sale of insurance products. Reliance Wealth Management serves individuals, high-net-worth clients, foundations, trusts, estates, corporations, and charitable organizations, offering discretionary investment management alongside integrated and stand-alone financial planning. The firm employs a top-down, macro-environmental investment approach with tactical asset allocation and uses a variety of investment vehicles including mutual funds, ETFs, individual equities, bonds, structured notes, and alternative investments.

General retirement planning Retirement income strategy Wealth management Passive / index investing Private / alternative investments
user avatar

Grace S

Series 63, Series 65

San Antonio, TX

Reliance Wealth Management

Grace Suchy is a financial advisor at Reliance Wealth Management in San Antonio, TX, with one year of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at S&D Financial, Coppell Advisory Solutions, Reliance Financial Partners, and Hurley Elder Care Law. Outside of advising, she is also an insurance agent at Reliance Wealth Management. Reliance Wealth Management serves individuals, including high-net-worth clients, as well as foundations, trusts, estates, corporations, and charitable organizations, providing discretionary investment management and financial planning. The firm uses a top-down, macro-environmental investment approach emphasizing tactical asset allocation and sector rotation across various asset classes, including alternatives and structured notes.

General retirement planning Retirement income strategy Wealth management Passive / index investing Private / alternative investments
user avatar

Kevin K

Series 66

San Antonio, TX

Reliance Wealth Management

Kevin Kustelski is a financial advisor at Reliance Wealth Management in San Antonio, TX, holding a Series 66 license with three years of industry experience. He previously worked at MML Investors Services LLC and Foundry. Outside of advisory, he is licensed as an insurance agent specializing in life, long-term care, fixed annuities, and health insurance. Reliance Wealth Management serves individuals, including high-net-worth clients, as well as foundations, trusts, estates, corporations, and charitable organizations. The firm offers discretionary investment management combined with integrated and stand-alone financial planning, employing a top-down, macro-environmental investment approach with tactical asset allocation across a broad range of securities and alternative investments.

General retirement planning Retirement income strategy Wealth management Passive / index investing Private / alternative investments
user avatar

Bryce C

Series 63, Series 66

San Antonio, TX

Reliance Wealth Management

Bryce Christopher is a financial advisor at Reliance Wealth Management in San Antonio, TX, holding Series 63 and Series 66 licenses with six years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC, Wells Fargo Bank, and USAA. Outside of his advisory work, he is involved in freelance computer repair and works part-time in waste services. Reliance Wealth Management serves individuals, foundations, trusts, estates, corporations, and charitable organizations with discretionary investment management and financial planning. The firm uses a top-down, macro-environmental investment approach emphasizing tactical asset allocation and employs a variety of investment vehicles including mutual funds, ETFs, and alternative investments.

General retirement planning Retirement income strategy Wealth management Passive / index investing Private / alternative investments
user avatar

Michael O

Series 65

San Antonio, TX

Reliance Wealth Management

Michael Olivarez is a financial advisor at Reliance Wealth Management in San Antonio, TX, holding a Series 65 designation with one year of industry experience. His prior work includes three years at Goodstein Wealth Management, LLC, and a recent transition to Reliance Financial Partners. Reliance Wealth Management serves individuals—including high-net-worth clients—as well as foundations, trusts, estates, corporations, and charitable organizations, providing discretionary investment management combined with integrated and stand-alone financial planning. The firm applies a top-down, macro-environmental investment approach emphasizing tactical asset allocation across a broad range of investment vehicles, including alternative and digital-currency-related products.

General retirement planning Retirement income strategy Wealth management Passive / index investing Private / alternative investments
user avatar

Dana D

Series 65

San Antonio, TX

Reliance Wealth Management

Dana Dunkelberger is a financial advisor with Reliance Wealth Management in San Antonio, TX, holding a Series 65 designation and five years of industry experience. Prior to joining Reliance Wealth Management in 2024, Dunkelberger worked at Coppell Advisory Solutions LLC, Visionary Wealth Management, LLC, and Gibbs Wealth Management, LLC. He is also the owner and lead sales agent for fixed-indexed annuity and indexed universal life insurance sales through Reliance Financial Partners. Reliance Wealth Management serves individuals, including high-net-worth clients, as well as foundations, trusts, estates, corporations, and charitable organizations, offering discretionary investment management and financial planning. The firm employs a top-down, macro-environmental investment approach focused on tactical asset allocation across a diverse range of investment vehicles.

General retirement planning Retirement income strategy Wealth management Passive / index investing Private / alternative investments
user avatar

Sabrina B

Series 65

San Antonio, TX

Reliance Wealth Management

Sabrina Brown is a financial advisor with Reliance Wealth Management in San Antonio, TX, holding a Series 65 designation and five years of industry experience. She has worked at S&D Financial, Coppell Advisory Solutions, Visionary Wealth Management, and Gibbs Wealth Management. Outside the financial sector, she owns and operates B&S Performance and Tuning LLC, an automotive tuning business. Reliance Wealth Management serves individuals, families, and institutions, offering discretionary investment management and financial planning with a focus on a top-down macro-environmental investment approach that incorporates tactical asset allocation and a range of investment products including mutual funds, ETFs, equities, bonds, structured notes, and alternative investments.

General retirement planning Retirement income strategy Wealth management Passive / index investing Private / alternative investments
View complete list of advisors at this firm
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