Remnant Wealth

Remnant Wealth is a registered investment manager that provides investment management and financial planning services, primarily focused on pooled or institutional mandates while also making services available to individual and high‑net‑worth clients. The firm operates on a fee‑only basis and typically charges asset‑based advisory fees for ongoing investment management.

The firm implements client portfolios through asset allocation using both passive and active strategies, with investments in stocks, bonds, mutual funds, ETFs, real estate, and alternative vehicles as appropriate. It commonly uses third‑party sub‑advisers and separately managed account (SMA) programs to execute portions of client strategies and offers tailored approaches such as Biblically Responsible Investing and held‑away employer retirement account management via third‑party platforms.

Noteworthy distinctions include its routine selection and oversight of other advisers and SMA sub‑advisers to manage client allocations — a practice that is relatively uncommon among peer investment managers — and its held‑away account service delivered through third‑party platforms, which the firm discloses may involve platform sub‑fees and potential conflicts of interest. The firm also offers project‑based financial planning billed on an hourly basis in addition to recurring planning and AUM fees, and it is a recently formed, small adviser that reported no assets under management as of its most recent filing.