Relic Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Relic Wealth Management LLC provides asset management, financial planning and retirement plan consulting to a mix of individual investors, trusts, corporations and employee benefit plans. Services described in the brochure include discretionary portfolio management across public and private securities, standalone financial plans or consultations, and ongoing consulting for employer-sponsored retirement plans.
The firm says it tailors investment strategies to clients’ objectives and monitors portfolios regularly, employing a range of analytical methods such as fundamental, technical, quantitative, cyclical and sector analysis. Portfolios may include individual stocks and bonds, ETFs, options, REITs and other alternative investments, and the firm includes complementary financial planning as part of its asset management offering.
Relic is atypical for a small independent adviser in that it may enter performance‑based fee arrangements with qualified clients—using a share of net profits subject to a high‑water mark—while also providing retirement plan and pension consulting and accepting institutional portfolio engagements under ERISA fiduciary responsibilities. The combination of performance‑linked compensation, institutional pension work, and use of broader strategies (including alternatives, options and short sales) sets its practice apart from many peers.
Client services
Expertise
Fee options
Flat fees for financial planning and consulting up to $25,000.
Up to 10% of net profits after management fee, charged monthly with a high water mark.
Fee-only: Flat fees for financial planning and consulting up to $25,000; fees negotiable and detailed in agreements.
Main office
Ponder TX
Advisors at this office
2
Most active in
Texas
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
Advisors at this firm
Thomas B
Series 65
Ponder, TX
Relic Wealth Management LLC
Thomas Barber is a financial advisor at Relic Wealth Management LLC in Ponder, TX, holding a Series 65 designation with no prior industry experience. His background includes clinical pharmacy roles at Denton State Supported Living Center and Trusted Medical, where he provided drug regimen reviews for patients. Relic Wealth Management LLC offers asset management, financial planning, and retirement plan consulting to individual investors, trusts, corporations, and employee benefit plans. The firm employs a range of analytical methods and investment strategies, including discretionary portfolio management and performance-based fee arrangements for qualified clients.
Ross R
Series 66
Ponder, TX
Relic Wealth Management LLC
Ross Richmond is a financial advisor at Relic Wealth Management LLC with seven years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America, Merrill, Edward Jones, and RVPP LLC. Outside of finance, Richmond is the owner of Oceanside Cleaning LLC, a family-held service and maintenance business. Relic Wealth Management LLC provides asset management, financial planning, and retirement plan consulting to individuals, trusts, corporations, and employee benefit plans. The firm employs diverse analytical methods and offers discretionary portfolio management including alternative investments, alongside financial planning services, and may enter performance-based fee arrangements with qualified clients while also serving institutional pensions under ERISA fiduciary responsibilities.
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